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A lot can be learned listening to clients' experiences working with financial advisors—good and bad. Lenny Liebmann, founding partner of Morgan Armstrong, a technology consultancy in Teaneck, N.J. shares his story.
Federal authorities have spent four years examining whether Smith failed to pay U.S. taxes on about $200 million in assets that moved through offshore structures.
Advisors Paul Castro and Erik Steudle recently joined Good Life, an LPL Financial large enterprise, from UnionBanc Investment Services and Ameriprise, respectively.