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End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
October 7
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The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."
October 7
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The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022.
October 7
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The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7
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RBC Wealth also reorganized its private client group and appointed a new division head, and UBS named a market leader for its San Francisco business.
October 4
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Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.
October 4
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Since being first given the green light by regulators two years ago, there are now dozens of these new vehicles available on the market. But experts warn they carry inherent risks for investors.
October 4
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Jim Cahn of WEG says there will always be room for small RIAs. But firms intent on growth will increasingly have to turn to larger partners for help with estate and tax planning, back-office support, and marketing and client referrals.
October 4
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Between sunsetting provisions, wealth tax proposals and much more, Nov. 5 will have serious consequences in tax.
October 4
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U.S. Bank Wealth Survey reveals 76% of parents would rather talk to their children about their choice of candidate, than their finances, at 63%.
October 3
