Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. An assumed rate of return is needed, […]
Archives for 2024
Plaintiffs: FinCEN should pause all CTA enforcement
The plaintiffs who won a summary judgment that bars enforcement of the Corporate Transparency Act against them said the Financial Crimes Enforcement Network should pause beneficial ownership information reporting requirements for all businesses.
Why Your Business Should Practice Continuous Accounting: How CFOs Can Make the Switch
Continuous accounting makes closing the books a source of valuable insights — not frustration.
Evelyn appoints Dubai Planner to north west
Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner Mickey Armstrong as a Financial Planner in its Knutsford, Cheshire office, recruiting him from a Dubai firm. The appointment is part of the firm’s continued North West expansion, it said. Mr Armstrong joins Evelyn from AES International in Dubai where he worked as a Chartered […]
Federal court holds Corporate Transparency Act unconstitutional
While acknowledging that the law is well intentioned, the opinion from a U.S. district court in Alabama said Congress lacked authority to enact the business ownership information reporting requirement.
#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz
Welcome back to the 375th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Rob Schultz. Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. What’s unique about Rob, though, is […]
Watch now: ETF Edge on one of SEC Chair Gensler’s most controversial proposals for ESG
How to Start an LLC in Texas: Getting Your Limited Liability Company Up and Running
Are you thinking of starting a business in The Lone Star State? One of the first steps you have to take is choosing your business structure. You might structure your business as a limited liability company (LLC) for liability protection and pass-through taxation. But getting your LLC up and running takes time, effort, and a […]
The Latest In Financial #AdvisorTech (March 2024)
Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that advisor lead generation platform Datalign Advisory reached […]
The top 20 ESG funds of the decade
It’s not just good for the planet — socially conscious funds have earned solid returns over the past 10 years. Here are the highest performers.