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| Dawn S. Markowitz To comply with an executive order and memorandum, the Internal Revenue Service won’t issue revenue rulings and procedures. |
| Mark Miller Health care cost is one of the most important “X” factors in client retirement plans—and it’s getting harder to quantify. |
| Diana Britton Scott MacKillop’s First Ascent will charge $500 per account, no matter what size.
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| David Trainer Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.” |
| Amy F. Altman Why it's important to ask clients about their funeral arrangements.
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| Thomas Seubert Fixed-income SRI in the form of green bonds is on the rise, but beware the changing regulatory environment, a small market, and the potential for "green washing."
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| Michael Thrasher Clients want socially responsible investing options, and the broker/dealers see opportunities in meeting that demand.
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| Ryan W. Neal John Casey will bring his experience as Google's director of global benefits to Betterment for Business.
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| Ryan W. Neal RIA transactions increased 12 percent in 2016, and Schwab doesn't expect M&A activity to slow any time soon.
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| Michael Thrasher Brian Buckley, who spent nearly 30 years working for Morgan Stanley, is starting his own wealth management business.
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