Top 5 Financial Planning Trends for the Next 5 Years
By Michael S. FischerThe Financial Planning Standards Board surveyed CFPs on what they think financial advice delivery will look like.
October 05, 2021
Playing the Long Game With Your Clients' Tax StrategyTax loss harvesting can be far more impactful if applied systematically throughout the year.
October 05, 2021
Merrill to Pay $1.5M FINRA Fine Over Muni ShortsThe firm failed to notify investors in munis that they were receiving "substitute" interest payments that weren't tax-exempt, FINRA says.
October 05, 2021
10 Fastest-Rising Costs for Older Americans Since 2000Social Security benefits may be adjusted for inflation, but the costs of many goods and services rise faster.
October 05, 2021
GOP Lawmaker Questions SEC Chief on Commitment to Reg BIGary Gensler says he fully supports the rule even after appointing staffers like Barbara Roper who oppose it.
October 05, 2021
Ladder Financial Raises $100MThe 4-year-old, Palo Alto, California-based company offers up to $8 million in coverage through an online sales process.
October 05, 2021
Court Date Set for Suspect in Merrill Exec's MurderA preliminary hearing for Anthony Duwayne Turner, accused of killing Bank of America executive Michelle Avan, has been set for Dec. 1.
October 05, 2021
Prudential Puts Individual and Institutional Annuities in New UnitDylan Tyson, the unit's head, has been in charge of individual annuities.