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| INDUSTRY |  | | | | Patrick Donachie | | RIA and investor Ancora argues Blucora is mismanaging Avantax, its roll up of tax-centric broker/dealers, including HD Vest, sending advisors fleeing. FULL ARTICLE |
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| INDUSTRY | | | | Asia Martin | | While SurePath's AUM is small, the firm, co-founded by brothers Patrick and Jeff Brewer, will create a marketing and practice management engine inside WealthSource with the intention of becoming the next United Capital. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Parametric | | For nearly 30 years, customizing passive portfolios to suit our clients’ objectives has been our core pursuit. LEARN MORE |
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| RETIREMENT PLANNING | | | | Denise Appleby | | The bipartisan bill provides more opportunities to save for retirement. Here's some highlights. FULL ARTICLE |
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| REAL ESTATE | | | | Reid Thomas | | It is important for investors to know the real impact of their investment, dollar by dollar. FULL ARTICLE |
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