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Using a Partial Book Sale to Gradually Step Away
14+ hour, 27+ min ago —...Gradually Step Away Practice Management > Succession Planning By Jane Wollman... ...advisor David Workman faced a challenge to service the 3,000 clients... ...Matt Jennings, 25, began on Workman & Associates" lowest rung and... ...Workman, based in Logansport, Indiana, has been an independent advisor...
10 Trends Shaping the Wealth Management Industry in 2024
17+ hour, 57+ min ago —...10 Trends Shaping the Wealth Management Industry in 2024 Technology... ...’s 2024 wealth management trends report.... ...Capgemini based its 2024 wealth management trends on analysis across... ...Download the full report here. 10 Trends Shaping the Wealth Management...
Biden Administration Softens Final Health Regulations
13+ hour, 38+ min ago —...Department of Labor is part of a three-department Biden administration... ...Biden Administration Softens Final Health Regulations Life Health... ...of Insurance Commissioners" data and America’s Health Insurance... ...Under President Joe Biden, the pendulum has swung back toward tightening...
The Long-Term Care Planners' Club Meeting
1+ day ago —...Tom Rieske, managing director of LTCI Partners, accepted the award... ...care columnist: Peter Goldstein, president and CEO of Illumifin,...
Washington Governor Signs Auto-IRA Bill
14+ hour, 21+ min ago —...Washington Governor Signs Auto-IRA Bill Regulation and Compliance... ...Jay Inslee of Washington signed a bill Thursday that will facilitate... ...Washington’s “auto-IRA” strategy, based on the language in the legislation... ...arguments are backed by research from organizations such as the Pew Charitable...
Are Advisors Giving Conflicted Social Security Advice?
15+ hour, 58+ min ago —...Solutions’ David Blanchett.... ...Retirement Planning > Social Security > Claiming Strategies News... ...with Jason Fichtner, the former chief economist for the Social Security... ...David Blanchett and Jason Fichtner ...
New Bill Changes How Social Security COLAs Are Calculated
16+ hour, 46+ min ago —...Bob Casey, D-Pa., chairman of the Senate Special Committee on Aging... ...New Bill Changes How Social Security COLAs Are Calculated Regulation... ...Richard Blumenthal, D-Conn.; Peter Welch, D-Vt.; John Fetterman,.... ...CEO of the National Committee to Preserve Social Security and Medicare...
Debate: With Direct File, Is the IRS Inviting Conflict of Interest?
1+ day ago —...28, 2024 at 02:38 PM Share & Print The Internal Revenue Service... ...including W-2 income, interest income reported on Form 1099-INT, Social Security... ...pilot program creates a conflict of interest.... ...political viewpoints to share their opinions about whether the IRS...
Stifel to Pay $2.3M Over Sales of Complex ETFs
2+ day ago —...Nicolaus and its Stifel Independent Advisors affiliate, both Stifel... ...Industry Regulatory Authority.... ...Navigating the Choice of Indexed Annuities FINRA has cautioned that... ...The regulator added that Stifel violated FINRA and National Association...
Here Are 7 Advisors' Top ETF Picks: Advisors' Advice
19+ hour, 9+ min ago —...Advisors' Advice Portfolio > ETFs > Broad Market Slideshow March... ...We asked advisors whether they’re recommending specific ETFs to clients... ...Tamara Witham, owner and financial planner at GreenLife Advisors... ...Jeremy Bohne, financial advisor and founder, Paceline Wealth Management...