The new QBI deduction is complex and regulations to explain the application of this provision have only partially cleared up some of the confusion surrounding its usage.
The independent financial advice channel has grown considerably over the past decade and "if you believe that is a trend, and not a fad, why would we not be doing this?" an executive said.
New details about the joint venture between Envestnet, PIETech's MoneyGuidePro and eMoney founder Edmond Walters are sure to get the industry's attention.
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