A Tad Less Traditional
The credentials following Joshua Hatfield Charles’ name (CFP, ChFC, CLU, ADPA, CEP, CLTC) include the acronym for Accredited Domestic Partnership Advisor, testifying to the Rockville, Maryland, planner's focus on serving the lesbian, gay, bisexual and transgendered community.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Paid Tax Preparers Should Be Regulated, Consumer Groups Say
More than half of all tax returns are prepared by paid tax preparers, only 40% of whom are subject to mandatory professional standards, coalition says.
Obama Drops 529 Tax Plan; New College Saving Bills Floated
Administration will now focus on delivering a “larger package” of education tax relief that will have bipartisan support.
Enforcement Roundup: Wells Fargo, JPMorgan Slammed Over Mortgage Kickbacks
Meanwhile, the SEC charged a Fort Lauderdale-based advisory fund manager and his firm with running a Ponzi scheme to buy jewelry, cars and a house.
Student Debt Could Be Discharged in Bankruptcy Under New House Bill
Meanwhile, college savings proponents are rebelling against one of Obama's college-related proposals.
Top 10 States With Best Performing 401(k)s
Find out which states' 401(k) plans moved into the Top 10 and which fell out in 2014, according to Judy Diamond Associates.
Illinois OKs Roth IRA-Style Retirement Plan
ASPPA applauds the law, which will require employers with 25 or more workers to offer private retirement plans or use the state program.
SIFMA Blasts Proposed Financial Transaction Tax
SIFMA is criticizing Rep. Chris Van Hollen’s just-released tax reform plan, which calls for a financial transaction tax.
Raymond James Adds $1.1M UBS Rep, Ex-RBC Team
Meanwhile, Focus Financial affiliate adds an advisor with some $200 million in assets.