Giving Tuesday: What is the 'right way' to give?
The two strategies can complement each other, but success depends on starting out with a clear vision.
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Navigating tough holiday conversations with your clients
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.
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Morgan Stanley likes prospects in Silicon Valley
Brian McDonald, head of Morgan Stanley at Work, spoke with Financial Planning about how the firm aims to extend its roots in Silicon Valley and build on equity compensation offerings.
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Little time left for tax changes this year
A short window won't necessarily stop lawmakers from proposing or introducing new legislation, though — if only to position themselves ahead of next November's election.
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'AI blowback' angst grips ESG investors who bet big on tech
ESG fund managers who turned to big tech as a low-carbon, high-return bet are growing increasingly anxious over the sector's experimentation with artificial intelligence.
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The 20 best states to be a property owner
The six states with the lowest real-estate taxes have an average rate of 0.48%.
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Financial Planning's biggest lists and analyses of 2023
Peruse the lists that put wealth management in perspective, from our top 40 young brokers to the largest IBDs and RIAs in the country.
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25 tax tips for RIA M&A deals and other small business sales
The key questions revolve around allocation, entity structure, planning strategies and a range of other issues requiring professional help, according to five experts.
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31 changes to prohibited transaction exemptions under DOL proposal
While the "retirement security rule" comprises the main part of the potential regulation, other shifts in existing standards will affect financial advisors as well.
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Morgan Stanley co-president Saperstein diagnosed with cancer
Saperstein, who oversees both wealth and investment management for Morgan Stanley, plans to continue working throughout his treatment schedule.
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RIA Leaders 2023: Download FP's list of the 150 largest fee-only RIAs
See which firms in the channel have the most assets under management and meet a six-part criteria eliminating firms that take commissions in any form.
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5 ways advisors can cement client relationships with gifts and gratitude
From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.
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Inflation Reduction Act is causing 'dramatic' rise in Medicare premiums, experts say
For many seniors, Medicare Part D premiums will rise by 42% to 57% next year, new research shows. And experts say the reason is a law that was meant to reduce health care costs.
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6 strategies to help clients fund long-term health care costs in retirement
Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.
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FINRA draws backlash over allowing investment projections
The broker-dealer regulator's proposal would fall in line with similar leeway granted to advisors under the SEC's marketing rule.
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Bitcoin ETF hype has Wall Street eyeing $100 billion crypto potential
Touted as crypto's big breakthrough on Wall Street, the imminent arrival of Bitcoin ETFs may open digital-currency investing to the institutional and retail masses.
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Planning for next year's tax brackets after the tweaks for inflation
The annual IRS announcement could affect certain clients seeking to avoid bumping up against higher rates when they file their federal income taxes.
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IRS's crypto regs threaten an undue burden
Among other things, they may unintentionally snare mutual funds, an expert testifies.
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IRS delays $600 1099-K threshold for another year
The service will postpone the lower threshold, but will phase in a threshold of $5,000 for tax year 2024.
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Citigroup wealth services head Campos exits after three decades
The departure follows on the arrival of Andy Sieg and comes amid a global overhaul at the wirehouse.
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