The threat of a government shutdown receded Friday, but the IRS would nevertheless still operate during tax season, even at lower capacity, in the event of a shutdown.
-
Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.
-
As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.
-
With trillions in assets likely to be handed down in coming decades, financial planners shouldn't wait to establish rapport with investors' children.
-
In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
-
Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
-
Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
-
Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
- Tax TuesdayEvery TuesdayActionable ideas and savvy strategies advisors can use to guide their clients on tax matters. Delivered every Tuesday.
- RetirementEvery WednesdayAnalysis and strategies for all phases of retirement planning, including Social Security.
- DaybreakDelivered Every WeekdayIdeas that impact your business delivered to your inbox every day.
- Best of the WeekWeeklyThe most popular stories of the week.
-
The law has numerous income tax consequences for individuals and businesses.
-
They will have a lot of questions. Here are ways to put the decline into perspective.
-
As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.
-
An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
-
An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
-
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
-
The model they want to follow creates an exchange-traded fund as one of the share classes of a mutual fund, a move that ports the famous tax efficiency of the younger structure to the older vehicle.
-
But Commonwealth Financial Network retains its appeal, pulling a team from Morgan Stanley, while LPL draws a large practice from RBC.
-
David Lien is a senior executive with extensive experience in insurance and technology, specializing in multi-channel marketing and digital transformation. He has held leadership roles at major insurers including MetLife and Sunshine Insurance, and as a partner currently leads AI-driven innovation initiatives at LingXi Technology. With over 20 years in the insurance industry and recent focus on causal AI applications, he writes on human-machine collaboration and the future of insurance, with recent articles published in Insurance Thought Leadership and Medium Bootcamp.
- Partner Insights from Orion Redtail
- Partner Insights from BILL
-
Partner Insights from BILL -
Partner Insights from Baillie Gifford
