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Tuesday's report on August consumer prices points to an 8.7% cost-of-living adjustment to Social Security benefits next year.
Scott Park and Aimee Morrin join firm’s Oak Brook, Illinois, office.
Kim Garrison is moving to the firm's employee channel in Springfield, Missouri.
The insurer is using a financial projection engine from NewRetirement to power an interactive retirement planner.
The father-daughter team of Tom Kelly and Maureen Kelly in Lynwood, Washington, have moved to the Linsco employee channel at LPL Financial.
The firm failed to report positions to the Large Options Positions Reporting system in more than 7.4 million instances.
InvestmentNews' tech reporter, Ryan Neal, joins Bruce on the pod this week to talk through current major fintech deals and the tech conferences on his radar this fall. At the top of the list is the termination of UBS' acquisition of robo-adviser Wealthfront.
Advisers who help business-owner clients steer clear of possible tax traps in coming years will be performing a service unlikely to be forgotten.
Six long-time Merrill advisers in Oakland, California, and Savannah, Georgia, switch to LPL's employee unit, Linsco.
