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Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.
October 8
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The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.
October 8
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Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7
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An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.
October 7
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CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.
October 7
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For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.
October 7
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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.
October 7
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Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.
October 7
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Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.
October 4
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In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.
October 4
Life Planning Partners
