J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 · Perennial contender Edward Jones jumped over last year’s winner, RBC, and the three other rivals in the top 5 in J.D. Power’s redesigned ranking — UBS, Stifel and Fidelity — to gain back ...
4 red flags that a retirement investment is a scam
WEBJul 21, 2022 · The first sign that an opportunity is a scam is the way the investor hears about it. Typically, a scammer will reach out to the target directly by phone or email, without ever having met or spoken ...
CFP Board increases annual fees for all certificants - Financial …
WEBApr 19, 2022 · The CFP certification fee will rise to $455 on Oct. 1, 2022. The change represents an annual increase of $100 that will be invested into the following programs, according to the CFP Board.
Savvy ways to gift assets while also cutting tax rates - Financial …
WEBApr 29, 2020 · Aid to aging parents is termed “upstream” gifting, says Ryan Halpern, a CPA and wealth advisor with Brightworth in Atlanta, while “downstream” transfers refer to plans involving younger ...
A field guide to tax-loss harvesting | Financial Planning
WEBAug 8, 2022 · There are a few time-honored strategies for building long-term wealth: diversifying assets across a mix of stocks and bonds; avoiding a panicked sell when the market turns sour; not trying to time ...
A $2 trillion fraud with employee retention credits puts financial ...
WEBSep 20, 2022 · Most taxpayers became ineligible to claim the ERC for wages paid after September 30, 2021. But a "recovery startup business" can still claim the credit for wages paid after June 30, 2021, and ...
Financial advisor vs. planner: what's the difference?
WEBAug 27, 2021 · A financial planner can be — broadly — defined as someone who sits down with a client and does lifelong financial planning. Financial advisor is a more general term.
Fintech founder wants more financial advisors to consider taxes
WEBFeb 12, 2024 · The intersection of wealth management with tax services is driving major M&A deals in the industry and more widespread adoption of methods such as loss harvesting and charitable donor-advised ...
Top 40 Financial Advisors Under 40 | Financial Planning
WEBFinancial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.
CE Quiz - Financial Planning
WEBRead the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.