Casalvieri joined Prudential in 1998 as first VP of customer service in the mutual funds services division. He was promoted in 1997 to senior regional coordinator for Prudential Investments. He won the Regional Coordinator of the Year award in 1999.
Surveys from Fidelity and Edward Jones suggest that even clients with comprehensive plans and wealth don't always feel good about their financial future.
Anthropic lined up some of the biggest names in the industry for the rollout of Claude for Financial Advisors. But whether the tool is "revolutionary" or "just another integration," the hard work is just beginning for the AI firm and for its sole custody partner, Schwab Advisor Services.
State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.
The Internal Revenue Service issued a warning about promoters selling fraudulent "Tribal Tax Credits" that don't actually exist under federal law.
From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.
In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.
