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While the news may come as a bittersweet relief to funds already rushing to meet the deadline (MFMN 9/5/2001), regulators have received praise from the industry for its wide range of decisions to ease and adjust usual rules during an extraordinary time for the ndustry.
"We've seen the best out of our regulators, in terms of granting temporary relief," said Jill McGruder, CEO of
Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.
As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.
Rare book collectors can sometimes see a healthy return on an investment, but advisors and other experts say the market is illiquid, and volatile — and books require careful storage and preservation.
A recent report has found that the majority of cryptocurrency holders are aware transactions are taxable and want to comply, but struggle with actually doing so.
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.
