CFPs Cry Foul Over Proposed 7-Step Planning Process
By Melanie WaddellThe changes reflect the modern delivery of financial planning, the Board says, but some prominent planners are skeptical.
January 31, 2018
How Is a S Corporation, or Pass-Through Entity, Taxed?The new tax reform bill has received a lot of attention for changes in how income from pass-through entities (S corporations and LLCs) is taxed.
January 29, 2018
RIA Benchmarking Goes MainstreamToday's tools can help advisors determine how they rank against their peers, and what those doing better are doing right.
January 29, 2018
39 Areas of New Tax Law Need ‘Immediate’ IRS Guidance: AICPAImmediate guidance is needed on the new tax law in areas like retirement and wealth transfer, says AICPAs Tax Executive Committee chairwoman.
January 29, 2018
STOXX Launches AI Index Based On AI Algorithm: Portfolio ProductsIn other product news, Amplify ETFs launched a blockchain-based ETF.
January 26, 2018
Highlighting Tax Law Changes in One PageMike Patton highlights a few of the changes and discusses the potential impact of the 1,097-page Tax Cuts and Jobs Act.
January 26, 2018
New Tool Uses Behavioral Finance to Assess Risk ToleranceFinworx360 focuses on clients' willingness to take risks; it can help advisors create portfolios and segment client communications.
January 26, 2018
6 Types of Financial AdvisorEveryone throws these terms around. Here's how one veteran investment professional defines them.