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Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.
November 16 -
Nancy Burner is the founder and managing partner of
Burner Law Group, P.C. , a boutique law firm concentrating in the areas of elder law, estate planning, trusts and estates and real estate, serving clients from New York City to the East End of Long Island. She holds the designation of a Certified Elder Law Attorney (CELA), awarded by the National Elder Law Foundation as accredited by the American Bar Association. For 14 consecutive years, she has been named as a Super Lawyer in the field of elder law. In 2020, she was named as the Long Island Elder Law Attorney of the Year by Best Lawyers, a national publication.November 16 -
The SEC head has already promised to take a closer look at crypto, online brokers and green investment funds. Now he is taking aim at the world of private capital.
November 16 - Persistent IRS logjams and errors muddle financial planning for millions on eve of new filing season
The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.
November 16 -
Tools such as a “recommendation engine” in the works at Envestnet | Yodlee could soon be giving financial advisors an edge with clients.
November 16 -
Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk
November 16 -
INVEST Connect panelists discuss how clients’ past experiences can lay the foundation for investing decisions.
November 15 -
From creating an intuitive user experience to tackling mundane office tasks, a panel of investors talk about what excites them in the world of tech for advisors.
November 15 -
A pilot conducted with a handful of independent financial advisors has transitioned to a full roll-out, with the lender offering a discount of up to $5,000 to potential borrowers through the broker-dealer.
November 15 -
In the wake of the regulator’s latest risk alert, compliance experts identify several steps advisors can take to stay clear of more cases and deficiencies.
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