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BofA Private Bank Nabs $7B Advisor Duo in Florida
Published on November 22, 2024
Phillip Edwards and Lauren Stuhmer join the financial giant from Citi Private Bank.
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Other news
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
November 22, 2024
The strategy offers both big promise and big regulatory questions that remain to be answered.
Are Tariffs Worth It?
November 23, 2024
US President-elect Donald Trump's administration will face a wary, inflation-sensitive public and a Chinese regime that is well prepared to pursue large-scale retaliation. If it is serious about introducing new tariffs, it will need to clarify its priorities and then choose among conflicting policy goals.