SoFi Offers 2% IRA Contribution Match Through Tax Day
By John ManganaroThe firm is doubling a previously announced 1% IRA match offered in late 2023.
January 04, 2024
12 Ways to Get Noticed by Your Ideal ProspectMany approaches have little or no cost other than the investment of time. It can be worth it.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 04, 2024
Ed Slott: Expect Higher RMDs in 2024. Here's Why.Warn clients now or they could be in for a shock at year-end, Slott tells ThinkAdvisor.
January 04, 2024
AMC Theatres Hopes to Keep Two MOVEit Cyberattack Cases Out of BostonThe outcome could affect how courts handle financial services data-breach victims who are subject to arbitration agreements.
January 04, 2024
Meet the FPA's New PresidentClaudia Cypher Kane, CFP, now leads the group and its 17,000 members. She's been an advisor since 1985.
January 04, 2024
Mercer Advisors Buys Colorado Wealth FirmIt's scooping up Transitions Wealth Management, which was founded by CPAs and now has $465 million in AUM.
January 03, 2024
Jamie Hopkins: 8 Big Retirement Lessons for 2024From contending with inflation to confronting greater longevity, retirees are grappling with a lot.