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Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients

Nerd's Eye View

These 2 communications suggested that advisers have differing responsibilities depending on whether they are responsible for selecting broker-dealers and executing client trades, which suggests that advisers that have not accepted the responsibility to select custodial broker-dealers on behalf of the client (e.g.,

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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 89
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NOW 2016 | Putin’s World

Brown Advisory

NOW 2016 | Putin’s World achen Thu, 06/23/2016 - 10:27 On Feb. infiltration and espionage exploited weak leadership, Stent said at the NOW 2016 forum. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Economy 52
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NOW 2016 | Putin’s World

Brown Advisory

NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27. infiltration and espionage exploited weak leadership, Stent said at the NOW 2016 forum. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Economy 52
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Midyear Planning Tools for 2016

Brown Advisory

Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Presidential election.

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Welcome to the NOW 2016 Review and Videos

Brown Advisory

Welcome to the NOW 2016 Review and Videos. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. A Note from Michael Hankin, President and CEO of Brown Advisory. I love our NOW conferences. They are intended for the sole use of the addressee.

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NOW 2016 | The Reality of Climate Change

Brown Advisory

This communication and any accompanying documents are confidential and privileged. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client. They are intended for the sole use of the addressee.