With more than half of financial advisors finding acquisition of new clients a challenge, what do they need to know to grow their practice?
While inflation once again topped the list of concerns among insurers, a Goldman Sachs survey found other top concerns.
While more than 4 in 10 Americans named inflation as a major financial concern, the U.S. political environment was their top economic worry.
A financial advisor’s lifetime relationship with a 55-year-old client can be highly valuable. But what is the average worth in dollars and cents?
A leaner government, less regulation and lower taxes, combined with U.S. leadership in semiconductors and software for Artificial Intelligence, were expected to spark more innovation and investment. In 2016, Mr. Trump inherited an economy that had grown only an average of 1.9% annually during the Bush and Obama presidencies and unemployment at 4.7%.
Tariffs and fear over uncertainty are driving market volatility, a panel of experts said.
High-profile social media stars and former business partners Grant Cardone and Gary Brecka agreed to mediation to address a federal lawsuit filed by Cardone Ventures.
A Jackson National Life’s study has revealed a gap between individual’s perceptions of retirement costs and their financial preparedness.
CFP Board announced the launch of Accelerate & WIN, a comprehensive program designed to accelerate the growth, influence and leadership of female CFP professionals.
After approving a 4.5 cent tax increase, the Strasburg Town Council tied up some final loose ends Monday night on health insurance costs, employee compensation and increases to business and trash fees. For employees, this decision means a monthly increase ranging from $5.54 to $18.46 per pay period, depending on their plan. It is a whole lot more than $18, "council…
A recent survey reveals consumersā continuing struggles with high inflation are having a ālarge impactā on their finances.
TheĀ CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.
When I was growing up, I was taught that only lazy people asked for "handouts" from the government in hard times. But I've learned public assistance isn't a handout at allā it's a service our tax dollars pay for. We purchase these promises in good times so we have something for rainy days.
With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of Certified Financial Planner professionals warn of major risks to their clientsā financial goals, according to CFP Boardās latest research, the 2025 CFPĀ® Professionals Taxes Survey.
With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER Ā® professionals warn of major risks to their clientsā financial goals, according to CFP Boardā s latest research, the 2025 CFP Ā® Professionals Taxes Surve y.. Nearly 9 in 10 CFP Ā® professionals believe their clientsā financial objectives…
Advisors should lean into conversations with clients and prospects about a range of retirement planning scenarios.
Thrivent announced a refreshed brand and new marketing tagline, “Where Money Means More.”
Insurance and financial plans go hand in hand.
"At current interest and tax rates, it is far cheaper to borrow against the value of one's shares than to sell them and pay taxes on the gains." Elon and his fellow perps do this, all the while planning to steal Social Security by setting up a' cat food commission' to privatize the only retirement most Americans will ever see. According to Forbes, our' first buddy', ersatz'…
RMD rules are more than just guidelines, according to EBRI research released last week, but are clearly a defacto default strategy.
