Navigating tax regulations is a complex process that is significantly affected by each client’s unique financial situation.
CFP Board today announced that Kevin R. Keller, CAE, will retire as CEO on April 30, after serving nearly two decades as the organization’s leader.
Advisors reported having increased their current assets under management in model portfolios, according to State Street Global Advisors
How much proof of mismanagement or financial malfeasance do you need before you can legally accuse your retirement plan of ripping you off?
With the “deepest sadness and heavy hearts,” the Financial Planning Association announced that CEO Patrick D. Mahoney died Saturday after…
When it comes to affluent investors, do they prefer having multiple specialists or a single financial services provider?
Nine reasons why your friends may be reluctant to do business with you.
Many clients will benefit from a Roth IRA conversion, but there are several considerations to keep in mind.
The Life Actuarial Task Force exposed a new version Thursday of its proposal for tougher asset adequacy testing on offshore reinsurance deals.
The U.S. Senate confirmed Scott Bessent as the next secretary of the Treasury, becoming the chief economic spokesman for President Donald Trump and his sweeping agenda of tax cuts, deregulation and trade rebalancing. Trump's first Treasury chief, Steven Mnuchin, garnered a single Democratic vote in his 2017 confirmation. He will be the first openly gay…
A recent study by Jackson National has found a vast underestimate by retirees and financial professionals of various retirement costs.
Carteret County homeowners need to prepare for sticker shock as they assess the anticipated rising cost of insurance and taxes that will begin in March with the arrival of new property valuations and again in June as new insurance rates become effective. Last week Carteret County homeowners received a warning for yet another financial hit with the…
After a 40-year career in the financial services industry, John Carter, President and COO of Nationwide Financial, announced his plans to retire from Nationwide at the end of this year.
The Financial Industry Regulatory Authority, a private corporation also known as FINRA, goes further: You need to protect your investment accounts from "generative artificial intelligence" or Gen AI. FINRA oversees member broker-dealers who do business in the U.S.. "Gen AI is making it easier for bad actors to fraudulently open new accounts using investors'…
Generation Beta is the proposed name for the demographic beginning with 2025 and ending in 2039. This generation should start saving for retirement now, Prudential finds in a new study.
The U.S. economy is heading for a soft landing, with some slowing expected midyear and rebounding at the end of 2025.
Registered investment advisors have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research.
You can learn a lot about people without seeming intrusive. Simply ask the right questions!
Trump’s pick for Treasury secretary, Scott Bessent, says letting the 2017 tax expire would unleash a $4 trillion tax hike that could crush the U.S. economy.
WASHINGTON- The Senate Finance Committee grilled President-elect Donald Trump's choice for Treasury Secretary Thursday. Scott Bessent, a South Carolina billionaire hedge fund manager, wasted no time getting to the crux of his confirmation hearing: the expiring Trump tax cuts. Democrats also questioned Bessent about Trump's tariff threats against Canada,…
