Ed Slott's Last-Minute Tax Tips
By Melanie WaddellOne tip: Remember that the May 17 tax filing deadline doesn't apply to first-quarter estimated tax payments.
April 08, 2021
3 Keys to Health Insurance Customer ExperienceMaybe there's a middle path between homegrown software and general-purpose CX systems.
April 08, 2021
Envestnet Acquires Harvest Savings & Wealth: Tech RoundupAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
April 08, 2021
12 Best States for Working From HomeWalletHub used 12 metrics to compare the 50 states and D.C. on work environment and living environment.
April 08, 2021
10 Types of Investors Who Seek AdviceHere's a question you should ask every prospect to determine which type of investor they are and how you can help them.
April 08, 2021
MetLife Completes $3.9 Billion P&C Unit Sale: Deals777 Partners acquired a Medicare plan distributor, Integrity Marketing bought an IMO.
April 08, 2021
FBL Tells Investors How to Price a Life InsurerThe company says critics of a proposed Farm Bureau P&C-FBL deal used a bad list of comparable deals.
April 08, 2021
Ed Slott, American College Launch IRA Planning Course for AdvisorsThe CE-eligible, self-study program covers planning under the SECURE and CARES acts.