Vanguard, TD Ameritrade Cheer DOL’s Move to Delay Rule
The CFP Board, however, says the delay is unnecessary.
Enhancing Your Business with SRI and Technology
Advisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.
IRS: Watch Out for 'Tax-Savvy' Phishing Scams Ahead of Oct. 15
Cybercriminals send emails about "software updates" to try and get info on taxpayers and commit fraud.
Why Advisors Should Guide Clients on Philanthropy, Impact Investing
Advising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.
Advisors Focus on Markets and Downside Protection: Fidelity
The latest Fidelity Advisor Investment Pulse also finds that advisors are far less concerned about interest rates.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 2
Clients will need to undertake a paradigm shift in thinking, redesigning their portfolios to produce predictable income in the “new normal.”
Senate Dems Float LGBTQ Tax Rights Bill
The bill removes gender-specific references to marriage in the tax code.
Cappex.com Launches Free Multi-College Application Platform
Students can apply to multiple participating colleges at no cost.
Why Advisors Need to Be Working With Gen X: The Worried Generation
A Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
Defending Your Digital Data: Part 1
Cybersecurity is becoming less esoteric for advisors – something that’s avoided or relegated to IT personnel to handle. Increasingly, it has become front-page news.