Tax Talk? Bring It On. Tax Prep? Don't Go There, Advisors Say
By Jeff BermanWhile understanding taxes is crucial to serving clients, the "opportunity" in tax prep has been overstated, some advisors say.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 05, 2022
Trendspotter: SEC Cracks Down on Revenue Sharing, Including 12b-1 FeesRevenue sharing arrangements continue to be an SEC exam focus this year.
April 05, 2022
Wells Fargo to Pay $32.5M in 401(k) SuitIt put employees' retirement assets into proprietary CITs with high fees and no track record, the suit states.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
April 05, 2022
Ex-LPL Exec Burt White Joins Carson GroupOver the 14 years he spent at LPL, White earned a reputation as an informative and entertaining speaker on investment trends.
April 04, 2022
16 Robo-Advisors Ranked From Worst to Best: MorningstarThe research group graded offerings from Schwab, Merrill, Vanguard, Betterment and others.
April 04, 2022
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less RelevantJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.