We are proud to announce this year's Money Management Executive's 6th Annual Fund Operations Awards program. The awards, for Leadership, Innovation, New Media and Innovations/Efficiencies, will be presented in person in September, in Boston. Deadline for entries is July 18, 2008. Detailed entry forms will be available on the newsweekly's home page. We look forward to hearing from entrants as well as those interested in serving on the judging panel. For more information:
Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.
A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.
The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.
Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.
Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.
State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.
