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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

SEC Chair Gary Gensler to Depart on Trump’s Inauguration Day

Nov 21, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

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Fifteen of the Best Investment Books of All Time

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David H. Lenok

Senior Editor

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.

David’s Recent activity

IRS to Discontinue Faxing of Tax Transcripts

Dec 26, 2018

The latest step in attempting to secure taxpayer data.

Holiday Elder Care Questions for Clients and Their Loved Ones

Dec 19, 2018

Two checklists to help guide oft-uncomfortable but invaluable conversations.

Seven Elder Planning Lessons From the Marvel Universe

Nov 16, 2018

Using popular characters to tackle an unpopular issue.

Marvel’s Stan Lee Dead at 95. Is it Clobberin’ Time?

Nov 13, 2018

Given the elder abuse allegations swirling at the end of his life, a comic-book brawl may be in the cards.

Thirteen Celebrity Estate Planning Lessons

Nov 10, 2018

Appreciating these high-profile mishaps can help you better serve your clients.

Rockefeller Capital Management Acquires Greer Anderson Capital

Oct 11, 2018

The most recent development for the firm as it continues to grow in all areas of its business.

What Can Fred Trump’s Estate Teach Us?

Oct 03, 2018

There’s a fine line between tax avoidance and tax evasion under our broken system.

Chris Dudley, Wayne Chrebet, Jim Everett: 12 Pro Athletes Who Became Financial Advisors

Oct 03, 2018

Not all stories about professional athletes and finance are negative.

College Tuition Insurance

Sep 21, 2018

Unexpected withdrawal can be financially catastrophic.

Burt Reynolds Omitted His Son from His Will

Sep 19, 2018

But it’s probably not what you think.

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