Tagged: News

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Trump Will Have a Big Impact on Client Portfolios

All the changes that are coming mean your clients will need your guidance more than ever. And weaving through all these issues is the biggest question of all: What will it mean for your...

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CFPB Claims Supervision Over Google Unit, Which Promptly Sues

Article 0 Comments The Consumer Financial Protection Bureau said it’s claiming supervisory authority over Google Payment Corp., as the agency extends its oversight of nonbank financial platforms. The unit of Alphabet Inc. promptly filed...

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5 Keys to Building a Successful Business Process

Innovation isn’t necessarily at the forefront of the concept, which doesn’t push the product to the next level, despite the technological advancements. We wanted to challenge the status quo of what the term life...

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Choreo Launches Automatic Tax Assessment and Management Tool

Advisors can also use the tool to sets tax and gains budgets for predetermined thresholds, helping to maximize tax-loss harvesting and gains realization, while supporting tax-minimizing rebalancing at both the account and household levels....