-
The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.
August 20
-
Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.
August 19
-
The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.
August 19
-
The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.
August 19
-
Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.
August 19
-
From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.
August 16
-
The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.
August 16
-
Industry experts say they can't recall another time when an advisory firm has used a lawsuit for a wholesale indictment of a rival's recruiting practices.
August 16
-
Vice President Kamala Harris outlined a raft of populist economic proposals in her first major economic speech since securing the Democratic presidential nomination, including some aimed at lowering housing costs and boosting supply.
August 16
-
Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.
August 16
