SALT Deduction Bill to Get Procedural Vote Wednesday
By Melanie WaddellThe SALT Marriage Penalty Elimination Act would double the cap to $20,000 for couples earning less than $500,000.
February 13, 2024
8 Ways to Talk Tech (or Anything New) With Skeptical ClientsIt may require baby steps for clients to see emerging opportunities, but the efforts are often worth it.
February 13, 2024
Users Report Merrill Edge Site IssuesSocial media posts suggested the brokerage's app and website experienced a glitch.
February 13, 2024
Advising Clients on Bonds: Everything to Know in 2024Here's where the bond market appears to be headed and how to help clients build a solid strategy.
February 13, 2024
Treasury Releases AML Rule for AdvisorsThe proposed rule would require RIAs to implement anti-money laundering policies and file suspicious activity reports.
February 13, 2024
LPL to Buy Atria Wealth Solutions for $805MThe move could add about 2,400 advisors and $100 billion of brokerage and advisory assets to the IBD.
February 13, 2024
What Life Insurance Offers the LivingYounger Americans need agents' help getting the message that coverage protects their income and their future.
February 13, 2024
When the Women of Insurance Move Into Financial PlanningCarson Group's report on gender discrimination in wealth management found bias and a recognition of the problem.