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Sunday, October 18, 2026The Morning Brief →Sign in
firm

XML Financial Group

BETHESDA, MD
CRD: 284987
In network coverage since August 27, 2026 · 1 story
$3.3BRegulatory AUMSEC Form ADV · Oct 17
54EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 17
Network coverage
practice

Retirement plans fail when the client's identity retires

Advisors who treat the 12 months around retirement as a planning deliverable keep both the relationship and the assets.
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