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Advisor Group buying Ladenburg Thalmann, creating giant IBD

The combined companies will be home to nine broker-dealers, over $450 billion in assets and nearly 11,500 advisers.

By Bruce Kelly

Retirement Plan Advisers

Record keepers adjust to the squeeze of fee compression

Charitable Giving

As Ladenburg Thalmann explores sale, one of its B-Ds is hit with GPB investor complaints

Karen Ward
Joining: Stifel, Nicolaus & Company, Incorporated
Leaving: Wells Fargo Clearing Services, LLC
Matthew Neis
Joining: Stifel, Nicolaus & Company, Incorporated
Leaving: Wells Fargo Clearing Services, LLC
Allen Hammonds
Joining: Stifel, Nicolaus & Company, Incorporated
Leaving: Wells Fargo Clearing Services, LLC

Uncharitable giving

Tax reform put a dent in philanthropy, but there are strategies clients can pursue to maximize tax benefits for their donations.

What zero commissions mean for B-Ds

Does eliminating commissions add to the downward pressure on advisory fees?

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The Red Zone: Measure Profitability

Do you have any clients below an optimal profitability level? Armed with InvestmentNews data, this tool determines your client's profitability.

Prepping clients for retirement health costs

Should advisers focus on the staggering estimates of total health care expenditures in retirement, or look at how near-term expenses will play out over the long run?

Mary Beth Franklin

Guiding clients through the Medicare maze

Joni Youngwirth

Being mindful about retirement

Tammy Robbins

Firms need to communicate better with their valued advisers

Nov 19

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How Brett Shaver Achieved Professional and Personal Independence

Retirement plans level up�what roles do benefits play?

Common myths of retirement managed accounts

Advisers on the Move

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