From the Red Carpet: How Kwanti Continues to Innovate With a Small, Dedicated Team
By Kwanti (Sponsored)Kwanti Founder and CEO Christophe Gauthron discusses how his company continues to develop new features with a small but dedicated team.
December 26, 2024
What's Next for the 2017 Tax Overhaul?Tax and estates attorney Kevin Ghassomian says there are many planning opportunities tied to the Tax Cuts and Jobs Act.
December 23, 2024
Jeremy Siegel: 'Dip Can’t Be Ruled Out' for S&P in 2025The stock index will likely deliver returns in the flat to 10% range, he wrote.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
December 23, 2024
What the New $1.9T Spending Law Means for Life and Annuity LegislationThe American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.
December 23, 2024
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service“To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
December 23, 2024
2 Big Takes on the Market in 2025The sentiment of Schwab and Fidelity analysts is mainly bullish — with caveats.
December 21, 2024
Biden Signs Anti-Shutdown Bill With Some Medicare Funding ProvisionsThe final American Relief Act excludes the Medicare plan directory and cancer blood test provisions.