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Responding to an investigation by Massachusetts regulators, Vanguard will pay $5.5 million to smaller investors in that state hit with outsized capital gains taxes in the retirement-focused funds.
Robert Sofia, Snappy Kraken, and Penny Phillips, Journey Strategic Wealth, examine the importance of marketing within the wealth management industry and what crucial tricks advisors are missing out on.
Brad Bueermann, FP Transitions, and Lisa Crafford, BNY Mellon | Pershing, discuss how firms can attract and retain top talent during the current talent crunch.
