How Clients Can Maximize College Financial Aid
By Roger WohlnerThink wealthy clients can afford to ignore college planning? Think again.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 05, 2025
IRS Lost 31% of Tax Auditors in DOGE Downsizing, Watchdog FindsThe departures are likely to hamper the agency’s ability to go after tax cheats.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
May 05, 2025
Buffett Hands Successor a Giant Cash Pile and Many QuestionsGreg Abel is a dealmaker and a business leader but has no stock-picking track record.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.