Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to ‘just’ 37% today. However, with the national debt expanding rapidly, observers of U.S. tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise […]
Archives for 2024
#FASuccess Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals Who Save, With Ann Garcia
Welcome everyone! Welcome to the 404th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ann Garcia. Ann is a partner of Independent Progressive Advisors, an RIA based in Portland, Oregon, that oversees approximately $115 million in assets under management for 120 client households. What’s unique about Ann, though, is how […]
Demand for annuities at record high
There was a record high in demand for annuities from advisers in the first half of the year, according to figures published today by pensions technology provider iPipeline.
A new Xero dashboard to elevate your advisory services
As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities. That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business […]
Intelliflo offers advisers Insignis Cash
Adviser fintech and back office provider Intelliflo has linked with cash savings platform Insignis Cash to offer advisers a cash management solution to their clients.
7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5
Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they […]
Ask an Advisor: What is the time frame in which you analyze an investment?
Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.
Advisors, tech leaders to discuss AI regulation, compliance at ADVISE AI
Leading advisors and tech experts will answer questions on how to keep AI in regulatory check and demonstrate new tools to ramp up compliance and fraud oversight at Financial Planning’s quickly approaching ADVISE AI conference.
Weekend Reading For Financial Planners (September 21–September 22)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets declined slightly in 2023 (perhaps […]
Stonehage Fleming scoops 2 STEP Private Client awards
Stonehage Fleming’s advice team won two awards, including Financial Advisor Team of the Year, at the STEP 2024 Private Client Awards last night.