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The new capability analyzes IRS data to surface opportunities for advice across financial planning, investments, tax, estate, insurance and lending disciplines.

The facility will focus on developing AI-enabled solutions for portfolio management, trading, tax optimization and advisor workflows at the firm.

Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

The Department of Justice used civil forfeiture to seize about $19.5 million in proceeds from the pair of alleged market manipulation schemes that caused share prices to skyrocket.

Bryn Mawr Trust’s Jamie Hopkins breaks down community property opt-in trusts and how advisors should talk to clients about them.

Under an annual property tax measure that takes effect Wednesday, the state will collect $5 for every $1,000 that a vacation home’s value is assessed over $1 million.

A New Revenue Procedure provides disparate treatment for taxpayers.

The SEC is seeking comments on new rules regarding fund confidentiality and the circumstances under which the effectiveness of an ETF's registration can be suspended.

Clearstead made the deal for the large team a few months after hiring a new head of M&A.

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CEO Jonathan Stanner anticipates additional asset sales and debt reduction.

 

Ryan Nauman interviews Milliman FRM’s Adam Schenck on Milliman’s healthcare cost research and how Milliman’s Healthcare Inflation ETFs aim to track/beat healthcare inflation.

Open, honest and candid discussion about Creative Planning leading convergence, LPL’s struggles, what worries record keepers, advisor conflicts of interest, why convergence is heating up and more.

Legislation creates a pause mechanism for suspicious redemption requests.

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Deloitte's latest commercial real estate outlook points to stronger capital markets, continued demand for high-quality assets, and growing use of strategic partnerships.

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CEO Brent Smith says location, amenities, and workplace experience are driving leasing demand as companies invest in long-term office strategies.

Activist Wealth Management has staff on the ground and in the Miami area working to provide assistance, supplies and relief to clients and families affected by the earthquakes.

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CEO Michael Anderson says the REIT intends to move toward a 100% senior housing-focused portfolio.

Modera Wealth Management's George Padula explains why the 4% rule should be treated as a starting point rather than an immutable standard.

The data provider's strategic move brings AI-powered meeting prep and book intelligence agents to wealth management clients through its Workstation platform.

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Joey Agree says REIT is supported by $2.4 billion in liquidity.