Creative Planning Strikes Its First 2021 Deal, Opens Nonprofit
By Bernice NapachIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.
April 27, 2021
Mallouk: Capital Gains Tax Hike Could 'Devastate' Hedge Funds, Boost DAFsMallouk and other leaders of advisory firms told ThinkAdvisor how the proposal could affect client portfolios and estate plans.
April 27, 2021
HealthCare.gov Ties Marketing Push to Black American Week of ActionOfficials estimate that 66% of Black uninsured adults have access to a zero-premium major medical plan.
April 27, 2021
Actuaries to Study How COVID-19 Affects Patients' SpousesIn the past, one spouse's need for long-term care has increased the odds the other spouse will need care.
April 26, 2021
FINRA Provides Advice for BDs to Fight FraudFINRA warned early this month that the regulator's exams this year would focus on BD filings of SARs.
April 26, 2021
JPMorgan Gets Restraining Order Against Ex-AdvisorsThe firm's former advisors resigned from JPMorgan and joined LPL network firm Professional Wealth Advisors, allegedly soliciting clients to follow them.
April 26, 2021
Biden to Set $1M Threshold for Capital Gains Tax HikeThe increase likely affects "three-tenths of a percent of taxpayers," or some 500,000 U.S. households, says the head of the National Economic Council.
April 26, 2021
Some Democrats Want to Double the Medicare Surtax to 6.9%Bloomberg says the Biden administration might propose holding it at 3.8%.