Trump’s payroll tax deferral raises red flags on Social Security

The president is relying on an expansive and controversial reading of executive power that likely will face legal challenges
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Pass it along

Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
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Face-to-face fades away

The shift to virtual may have been messy, but new ways of working and communicating have become the norm
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Envestnet developing fractional shares for advisers: CEO

The move would be a first by the industry’s largest TAMP by assets
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Envestnet revenue up 5% during pandemic

The TAMP is eyeing ways to ramp up adviser usage of its quantitative portfolios after experiencing double-digit percentage growth during the second quarter
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