Creative Planning Extends Its Buying Spree
By Bernice NapachThe firm has just purchased its seventh RIA for the year, this time in Indiana.
August 18, 2020
LPL Advisors to Get Slack Messaging ToolsThe new messaging system will make it easier for advisory team members to communicate wherever they are, LPL says.
August 18, 2020
Federal Panel Rejects Proposals for New LTCI Tax BreaksThe task force says Congress should consider making the LTCI inflation protection provision rules more flexible.
August 18, 2020
DOL Issues Rule on Lifetime Income StatementsThe rule, mandated by the Secure Act, is intended to help workers picture their savings as a monthly income stream.
August 17, 2020
Ex-JPMorgan Rep Barred for Refusing to Cooperate in FINRA ProbeFINRA also barred a rep that it claimed converted $275,000 of a relative's money for his own use and then lied about it.
August 17, 2020
50 States of New Total Death Ratio DataThe numbers suggest that the situation in Arizona and Texas may be comparable to what New York state went through.
August 17, 2020
SBA Updates Paycheck Protection Program FAQsUpdated guidance weighs in on payment of fees to third parties as well as health care benefits.
August 17, 2020
IRS Allows Electronic Filing of Form 1040-XIt's one of the last major individual tax forms that needed to be paper filed, the IRS said.