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How Changes in Charitable Deduction Rules Affect UHNW Clients
Published on July 20, 2026
New strategies may be required.
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Other news
What to Do When Collections Outlive Their Owners
July 20, 2026
What to Do When Collections Outlive Their Owners.
With Good Life Deal, LPL Again Takes Advantage of 'Sticky' Business
July 20, 2026
The move for $15 billion Good Life differs from its trickier Commonwealth acquisition, which sources say has recently included bidding against RIA aggregators to keep a team.
