The SEC charged Dean McDermott and his firm McDermott Investment Advisors for investing clients’ funds in unit investment trusts with extra charges when more affordable options were available.
Sponsored by Allianz Life Insurance Company of North America
The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years.
With the potential for major changes to the tax code, investors need smart, flexible tax strategies that can help them maximize returns. Know the tax strategies that help advisors differentiate themselves.
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