4 Things Clients Want From Advisors That Robos Can’t Do: IMCA
IMCA Investor Sentiment Survey finds clients “expect more than what the regulators require” on advisor competency.
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2
Here are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
Fidelity IRA Assets Up 53% Since Financial Crisis
The average balance in Fidelity Investments’ IRA accounts grew by 53% to $81,100 in the five-year period to the end of the 2012 tax year, and Roth conversions surged.
FA Fear Factor
Many Businesses Can Start Filing Income Tax Returns Feb. 4
Opening covers non-1040-series business returns for 2012; delays remain on other business form filing dates.
Should Practice Management Really Be Eligible for CE? Part 1
Who wants a doctor who skipped classes on the latest medical treatments to instead learn about marketing or a new billing software?