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Top Stories

Jan 22, 2019


12 Best States for Retirement: 2019

By Michael S. Fischer

WalletHub found a big difference in costs among the states, which were also ranked on health care and quality of life. Read More

Expert Opinion

Inherited IRAs and the Double Tax Trap

By William H. Byrnes | Robert Bloink

Tracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications... Read More


John Buckingham's Top 8 Stock Picks for 2019

By Jane Wollman Rusoff

"The fact that stocks had such a miserable 2018 makes me more optimistic than usual," Buckingham tells ThinkAdvisor. Read More


What the Children of Millionaires Value Most

By Bernice Napach

Knowing the answer could help advisors maintain clients from one generation to the next. Read More


These 11 Counties and Cities Offer Tuition-Free College Programs

By Bernice Napach

Local high school graduates qualify based on their high school GPAs, chosen college and often income. Read More

Save the Date

Bank & Capital Markets Tax Institute 2018

Join us at Bank & Capital Markets Tax Institute 2018 in Lake Buena Vista, Florida, on Nov. 7-9 for the must-attend event for all forward-thinking bank tax professionals. Learn More


The Financial Advisor's Guide to Compliant IM and Collaboration

Sponsored by: Smarsh

Instant messenger makes it easier to communicate, but also runs the risk of violating regulations if you’re not careful. Learn how to connect, yet still remain compliant. Learn More

Why Compliance Officers Should Say 'Yes' To Text

Sponsored by: Smarsh

The new generation of clients and employees want to communicate through text messaging. Learn how your firm can make changes to accommodate this preference. Learn More

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