What to Expect From American College's New Tax Certification
By John ManganaroThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 11, 2024
10 Dividend-Growth Stocks That Are Cheap Now: MorningstarCompanies with growing dividends tend to be profitable and financially healthy — as well as having competitive advantages.
June 11, 2024
How a New Supreme Court Ruling Could Affect Business Owner ClientsOne reaction: Users of buy-sell agreements should take the disclaimers about consulting with tax advisors seriously.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 11, 2024
Schwab Customers Fume Over Persistent Login ProblemsUsers of Schwab's thinkorswim app also experienced login issues.
June 11, 2024
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon CarsonSpeaking with ThinkAdvisor senior reporter and podcast host John Manganaro, Sharon Carson of J.P. Morgan addresses future health care needs, caregiving responsibilities and growing longevity projections.
June 10, 2024
Luminaries 2024 Nominations Are Now OpenOur expanded recognition program will accept nominations until July 17. There's no cost to participate.