Why Understanding Taxes Is a Must-Have Skill for Advisors: Cerulli

Published on July 24, 2025

Investors, especially high-net-worth households, expect advisors to cut their tax bills, the research group says.

       
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David Kowach's &Partners Recruits Wells Fargo Veteran in Virginia

July 24, 2025
Long-time advisor Ginny Bowie joins from Wells Fargo FiNet, while her partner Scott Larson comes out of the hedge fund world, to launch Tuckaway Capital on the &Partners' platform.

Why Wealthy Couples Turn to Post-Nups to Clarify Asset Division

July 24, 2025
The agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.      Related StoriesWhy These Commonwealth Advisors Are Happily Giving LPL a ChanceThe Most Educated Cities in America: 2025Here's How Much Money It Takes to Feel Wealthy: Schwab