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If you want a more meaningful practice, one that appeals to the next generation of clients, it would behoove you to steer clear of these overused phrases.
Concerns that M&A activity among RIAs would dampen in 2019 haven't become reality, according to Dave Barton, vice chairman at Mercer Advisors. “If it was just me, I could do 30 deals, easy,” he said.
A hunting preserve owned by Donald Trump Jr., Eric Trump and partners, including a TD Wealth advisor, is the latest Trump family entity in the news for having employed an undocumented worker in the face of the President's attacks on illegal...