Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if your business prides itself on coordinated, team-based wealth management, the next few weeks of tax change uncertainty are your chance to back up your advertising with action.

The proposals making their way through Congress depend on agreements with the Democrats, who hold knife-edge majorities in both houses. Lawmakers have kicked the can for months, but may feel rising pressure from their constituents to get a win on the board before the midterm elections occupy their attention.

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September 21, 2022

Barry plans to introduce more alternatives and active strategies to Summit’s TAMP.

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September 21, 2022

Merchant-backed RIA brings on veteran investment professional to advance firm’s overall investment services for advisors.

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June 1, 2022

There’s no universally correct direction for every breakaway to take. What works for some may not be the right solution...

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