13 Questions to Ask Your Clients About Philanthropy
By Kris Putnam-WalkerlyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
June 07, 2022
Bitcoin, Ethereum Have Long-Term Value: Crypto Platform Exec"The best way to learn about Bitcoin is to buy it," Coinme CEO Neil Bergquist counsels advisors.
June 07, 2022
Supreme Court Rules on Medicaid Benefits Lien CaseOne question is whether the logic used could affect Medicaid nursing home benefits lien cases.
June 07, 2022
Older Baby Boomers Drive Uptick in 71-and-Up Life Application ActivityTrends in activity for the universal life policies clients might use in income planning were relatively strong.
June 07, 2022
Fake Financial Advisor Gets 4.5 Years in Prison for FraudThe defendant used some of the $3 million scammed from clients for gambling and to make Ponzi payments.
June 07, 2022
Senate Panel Introduces Retirement Bill as Part of Secure Act 2.0 PlanThe Rise & Shine Act, introduced by Sens. Patty Murray and Richard Burr, will be debated June 14.
June 07, 2022
Sole-Proprietor RIA Becomes Latest Target of SEC's 12b-1 Fee ActionsThe SEC ordered KMA to pay more than $300,000.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.