Financial Planning

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Financial Planning

14 Tax Changes Republicans Could Make in 2025

By Melanie Waddell
Financial Planning

Widows Will Inherit $51 Trillion in Great Wealth Transfer: Cerulli

Regulation and Compliance

Did the Trump Tax Cuts Pay for Themselves?

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Webcasts

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The Future of HNW Success: 2025 Investment and Planning Trends

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Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Podcasts

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How Financial Professionals Can Help Clients Overcome Financial Worry

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Discovering Your Greatest Tool

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A New Framework for Fee-Based Annuities with David Lau

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Tax Planning

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10 House GOP Health Program and Tax Change Ideas
10 House GOP Health Program and Tax Change Ideas
Debate: Does ESG Investing Breach Plan Sponsors’ Duty of Loyalty?
Debate: Does ESG Investing Breach Plan Sponsors’ Duty of Loyalty?
IRS' New Roth Catch-Up Contribution Guidance: The Details
IRS' New Roth Catch-Up Contribution Guidance: The Details
SALT Talks Gain Steam With Trump’s Blessing on Tax Break
SALT Talks Gain Steam With Trump’s Blessing on Tax Break

Trusts & Estates

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Vanilla Rolls Out Estate Planning Assistant for Advisors
Vanilla Rolls Out Estate Planning Assistant for Advisors
Wealth.com Nabs Nitrogen Exec for Key Role
Wealth.com Nabs Nitrogen Exec for Key Role
Your Clients May Live to 100. Don't Use the 60/40 Glidepath.
Your Clients May Live to 100. Don't Use the 60/40 Glidepath.
7 Need-to-Know Details About Tax-Exempt Gifting
7 Need-to-Know Details About Tax-Exempt Gifting

College Planning

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HENRYs: A Promising Young Market for Advisors
HENRYs: A Promising Young Market for Advisors
New Raymond James Program Seeks to Support Tampa Bay Education
New Raymond James Program Seeks to Support Tampa Bay Education
Prudential Welcomes Babies Born Jan. 1 With $150 Checks
Prudential Welcomes Babies Born Jan. 1 With $150 Checks
What to Tell Clients About the New College Aid Form
What to Tell Clients About the New College Aid Form

Charitable Giving

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7 Need-to-Know Details About Tax-Exempt Gifting
7 Need-to-Know Details About Tax-Exempt Gifting
New Raymond James Program Seeks to Support Tampa Bay Education
New Raymond James Program Seeks to Support Tampa Bay Education
American College Launches Donor-Advised Fund Training Program
American College Launches Donor-Advised Fund Training Program
How Women's Philanthropy Has Evolved Over 20 Years
How Women's Philanthropy Has Evolved Over 20 Years

UHNW Client Services

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Focus Partners Wealth to Buy $4.2B RIA
Focus Partners Wealth to Buy $4.2B RIA
Single Women, Rich Millennials Will Fuel Luxury Real Estate This Year
Single Women, Rich Millennials Will Fuel Luxury Real Estate This Year
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.
Goldman Rakes In Record Wealth Revenue
Goldman Rakes In Record Wealth Revenue

Behavioral Finance

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How Do You Get Clients to Care About the Future?
How Do You Get Clients to Care About the Future?
Shift Conference Organizer Pulls Plug
Shift Conference Organizer Pulls Plug
The Keys to Finding Financial Harmony
The Keys to Finding Financial Harmony
Americans Plan to Focus on Financial Stability in 2025
Americans Plan to Focus on Financial Stability in 2025