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Advisors finally being forced to reckon with client cash

For the first time in a long time, advisors are being forced to think about clients' excess cash given rising rates.

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You and your acronyms: Will a new designation join a long list of financial advisor titles?

You and your acronyms: Will a new designation join a long list of financial advisor titles?
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How advisors can help clients plan around gray divorce

How advisors can help clients plan around gray divorce
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Research paper finds ESG investors who cite ethics still expect investment returns

Researchers find that performance expectations are highest among people who invest in environmental, social and governance causes for moral reasons.

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Two of the Best Ways to Donate to Maximize Your Tax Deduction for Charitable Gifts, According to Financial Advisors – NBC Los Angeles

If you’re giving to charity this holiday season, it may be possible to lower your taxes, experts say. Here’s what to know about the charitable deduction.

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