Financial advisers should brace for the brave new world of helping clients navigate tax brackets in order take the best advantage of tax credits included in the health care reform law, according to Carolyn McClanahan, an adviser with Life Planning Partners.
Speaking Sunday in San Antonio as part
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The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.
Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'
Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.
PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?
The June pause in the rate-hike cycle has introduced the possibility of another pause in September, but most advisors see rates higher for longer.
