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Regulatory Education
Thought Leadership Report: The New SEC Standards
This article provides a high-level summary of the rulemaking package and explores its implications for registered investment advisors and dual registrants.
Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.