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Morgan Stanley settles charges with the SEC, Merrill plans to expand impact investing capabilities for advisors and the Valentine's Day index is released.
Mercer adds Duckworth Wealth Advisors, Americans struggle to recover from surprise expenses and Trump's tax plan is expected to be revealed in coming weeks.
An LPL advisor recently lost his case against the IRS, calling into question the legitimacy of a common practice in the independent b/d space—operating as an S Corporation.