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How to unlock tax savings in incoming client portfolios

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

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More financial advisors are using non-AUM fees. Here's how

Planners Carolyn McClanahan and Dana Anspach discuss how the client expenses work for their advisory practices as more firms rethink their approach.

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With Arnold out as CEO, can LPL keep up its growth trajectory?

Industry experts and analysts take comfort in the firm's choice of Rich Steinmeier as interim CEO and say they see little reason to expect serious disruption.

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