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Senate Republican Leader John Thune has been a vocal critic of the 40% estate tax paid by the wealthiest U.S. individuals when they die.
June 4
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Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.
June 3
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Experts say that there are pitfalls, rules and procedures that departing financial advisors should know. Problem is, too many act first and consult lawyers later.
June 3
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Brian Mora, senior vice president of experienced advisor recruiting, thinks Ameriprise has the antidote to the high dropout rates seen in most industry training programs.
June 3
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One sector that the bill is particularly positive for is real estate, experts say.
June 3
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The transition challenges were great, writes Kimberly Foss; the ultimate rewards for her and her clients, even greater.
June 3
Mercer Advisors -
The decision comes as a victory for FINRA in a series of legal assaults meant to undercut the authority of self-regulatory organizations.
June 2
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A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem.
June 2
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Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.
June 2
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The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure
June 2
