The CRPC is a popular sister certification of the CFP. FP spoke with the program’s head and with advisors who say it’s a must-have credential for retirement planning.
Archives for October 2023
SBF Made $9 Billion Disappear. This Forensic Accountant Found It – Yahoo News
SBF Made $9 Billion Disappear. This Forensic Accountant Found It Yahoo News
‘As if they were never filed’: IRS outlines steps to withdraw ERC claims
The withdrawal program is one step that the IRS is taking to help small businesses that may have filed an ineligible claim while also cracking down on unscrupulous promoters.
M&G kills off £565m Property fund
M&G is to suspend and wind up its troubled M&G Property Portfolio Fund and sister fund, the M&G Feeder of Property Portfolio. M&G said that it would close the funds due to, “declining interest in open-ended daily dealing property strategies from UK retail investors.” The fund manager said the move was in the “best interests” […]
Kitces & Carl Ep 123: Does Every Prospective Client Fit A Niche, Or Do Advisor Specializations Leave More Underserved?
Much of the marketing and practice management advice in the financial advisory space comes back to 1 recommendation: Specialize in a niche. Niching offers several advantages, allowing advisors to be more specific in their marketing, more targeted in their prospecting calls, and more efficient in their processes (since clients within a similar niche are likely […]
Reckon’s partner of the year, Clayton Oates, talks partnerships and the importance of creating value
This week we sat down to have a chat with Reckon’s partner of the year, Clayton Oates. Clayton is the founder of QA Business, a leading accounting professional and a prolific keynote speaker. Focused on educating other accounting professionals and adept at building partnerships, we wanted to hear Clayton’s thoughts on how to foster great […]
Fidelity releases online resource hub, tech stack support to help advisors go independent
New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.
13 states will participate in IRS Direct File pilot
The pilot program for the 2024 filing season will let individuals file returns directly with the IRS, with strict limits on eligibility, covering only taxpayers with relatively simple returns.
Stillman School Launches Cutting-Edge M.S. in Professional … – Seton Hall University
Stillman School Launches Cutting-Edge M.S. in Professional … Seton Hall University
Avoid Getting Caught Up In Big Market Delusions: The Case Study Of Electric Vehicles
A key value proposition for financial advisors is helping clients avoid common behavioral biases that can lead to suboptimal investment decisions. Even people who are normally rational decision-makers can be prone to fear, greed, and overconfidence, and the persistence of market bubbles where investors chase whatever company or sector is all the rage at the […]