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Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation (PF), contributing to a donor-advised fund (DAF) or making an outright donation. If your...
Estate planning in the context of second marriages is increasingly common and necessary in the evolving world in which we practice. Estate-planning techniques that are effective for spouses in first marriages may be unsuited when applied to...
Fees have long been heralded as the preferred way to dispense financial advice ever since the Tully Commission recommended it as a “best practice” in a report to the SEC in 1995. As the chart below shows, charging fees on assets continues to grow...
Broker/dealer firms eat away at their advisors' take-home pay with little fees on nearly every product and service. Sometimes the slices they take aren't very transparent.
After 28 years with Edward Jones, and 14 years as the firm’s chief market strategist, Alan Skrainka was let go from the firm on Friday. According to a Jones spokesperson, Skrainka was ousted due to “his use of written materials without...