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Philip Palaveev has moved on from Fusion to launch his own consulting firm focused on helping advisors build team-based practices.

Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.

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Richard A. Behrendt, Director of Estate Planning, Robert W. Baird & Co., explains the unprecedented opportunity for HNW families to transfer wealth with minimum tax consequences.

The amount of data that financial firms are required to keep is piling up. Storing it is easy. But finding what you need gets harder and harder.