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The bull run and your client's retirement plan: Where do they go from here?

Amid a bull run in stocks, clients are seeing visions of early retirement. What should advisors be telling them? ....

Michael Leverty , Barbara Pietrangelo , Christopher Davis , Matt Kilgroe , King Solomon , Leverty Financial Group , Hudson Value Partners , Cyndeo Wealth Partners , Prudential Advisors , Bond Index , Social Security , Federal Signal ,

U5 defamation missing from expungement reforms

Despite standout defamation awards, such as a $13.5 million payout to an ex-UBS rep, advisors and attorneys say firms are abusing their U5 power. ....

New York , United States , Chicago Board Of Trade , Sankt Peterburg , Lisa Bragan , Shirl Penney , Mark Munizzi , Robert Cook , Fargo Finet , Alex David , Steven Gomberg , Matt Kilgroe , Robert Herskovits , Lynch Thompson , Merrill Lynch , Wells Fargo Bank , Public Investors Advocate Bar Association , Division Of Enforcement , Appellate Court Mikva , American Securities Administrators Association , Appellate Court , Wells Fargo Advisors Financial Network , Wells Fargo , Stifel Independent Advisors , Central Registration Depository , Dynasty Financial ,

Rush of financial advisors to no-tax Florida spotlights hunt for wealthy clients and work-life balance amid COVID-19 pandemic

Rush of financial advisors to no-tax Florida spotlights hunt for wealthy clients and work-life balance amid COVID-19 pandemic
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Why advisers are sacrificing momentum to change firms or models

Why advisers are sacrificing momentum to change firms or models
It seems counterintuitive that an adviser or team who may be riding the wave of their best year ever would change jerseys or break for independence. Yet it’s happening in record numbers.
June 1, 2021
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Many advisers are coming off their best year ever, spurred by increased client demands during the pandemic and a run-up in the financial markets. Yet, despite the growth and upward momentum they are experiencing, adviser movement is trending toward record levels, with many high-profile teams exiting their firms for new opportunities.
The fact is, regardless of where an adviser practices, there is no perfection. And even in a time when things seem “better than good,” there are plenty of advisers who are unhappy with changes at their firms or recognize what it means when some of their most respected peers choose to depart. That is, there may be a “better way.” ....

Matt Kilgroe , Cyndeo Wealth Partners , மேட் கிழ்கிறோே ,

$1.2B ex-UBS Advisor on the Value of 'Controlling Your Own Ship'

A conversation with Matt Kilgroe, President/CEO, Cyndeo Wealth Partners. ....

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