First, the estimated $90 billion to $100 billion increase in refunds, a result of several provisions of the budget law enacted last year, amounts to only about 0.3% of annual gross domestic product. But IRS figures show that it's difficult for any tax cut not to land mostly in the bank accounts of the affluent. In the 2022 tax year, the most recent for which such…
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The Information Technology Industry Council is encouraging the National Institute of Standards and Technology to provide more guidance on risk management and agentic artificial intelligence, in comments on a preliminary draft profile of the NIST cybersecurity framework focused on AI. ITI says the“ the Profile could be strengthened by addressing…
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Higher deductibles create friction for clients, introducing uncertainty at the moments they need coverage most.
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Position yourself as a rollover expert and get in front of the “money in motion.”
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Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades of leadership.
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2026 may bring higher volatility, slower GDP growth, experts say
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Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.
America’s ‘confidence recession’ in retirement
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Most Americans surveyed cut or stopped retirement savings due to the current economy
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