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Lisa Shidler

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IRS, taxpayers hit by uneven interest on late returns

As tax day approaches, the Internal Revenue Service is not consistently using the same standards to fine late-filing taxpayers and losing millions of dollars in revenue, according to a new report.

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Pittsburgh adviser creates novel recruiting program

Robert Fragasso finds it difficult to attract talented staff for his Pittsburgh advisory firm.

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Advisers split over approaches to creating retirement income

Advisers are divided between two popular approaches for generating retirement income, according to a study to be released next month.

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Advisers try one-off fees for services

Looking for new ways to attract clients, as well as to offset declining asset-based fees and commissions, some…

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Plan sponsors warm to automatic features as rule changes await

Automatic features are gaining momentum in the 401(k) arena, according to financial advisers.