8 'Nerdy' Year-End Tax Planning Insights for 2024: Jeff Levine
By John ManganaroBuckingham Wealth Partners' chief planning officer talks tax strategy and makes some 2025 predictions.
November 21, 2024
Schwab Reviewing Advisor Network Referral FeesThe firm says it will be transparent with advisors in the program as any decisions are made.
November 20, 2024
Fidelity Resolves Reg BI Suit With Fired AdvisorMichael Maeker had accused Fidelity of pressuring advisors to recommend unsuitable, higher-fee investment products.
November 19, 2024
Ex-Wells Fargo Rep Gets 3 Years in Prison for $4M Health Care SchemeA former Stifel, Wells Fargo and Morgan Stanley advisor was sentenced for defrauding public health insurance plans.
November 19, 2024
Edward Jones Hits 20,000 Advisors. Its Next Target? New York CityDavid Chubak, the firm's leader of branch development, gives an inside take on its evolving growth strategy.
November 19, 2024
These States Have Their Own Estate, Inheritance TaxesOne state has both, according to the Tax Foundation.
November 19, 2024
FINRA Fines CUNA Brokerage Services Over Deleted Rollover RecordsThe BD inadvertently deleted 14,000 records, violating Reg BI, FINRA says.
November 15, 2024
Trump's Win Made States' New Annuity Sales Rules a Big DealRegulators will talk in Denver next week about how the new Reg BI-like laws will really work.