Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.
US pension giant Mercer acquires UK’s Cardano
Giant US asset manager and pension consultancy Mercer has agreed to acquire UK pensions risk and investment management firm Cardano Group, for an undisclosed sum. Terms of the transaction, which is expected to close late this year subject to regulatory approvals, were not revealed. Founded in 2000, Cardano is a long-term savings specialist in the […]
#FASuccess Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand, With Mark Berg
Welcome everyone! Welcome to the 389th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Mark Berg. Mark is the Founder of Timothy Financial Counsel, an RIA based in Wheaton, Illinois, that is on track to generate approximately $5 million in annual revenue this year serving 800 client households. What’s unique about Mark, […]
Delta to launch premium economy service on NYC-LA flights in air travel upsell race
Delta and other carriers have sought to add premium seating and services on flights to get a revenue premium.
Supreme Court finds life insurance proceeds increase estate value
A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.
AICPA applauds the Private Company Council’s work with FASB
A comment letter related to a Financial Accounting Foundation review of the PCC’s effectiveness praises the impact the council makes for private company stakeholders.
Summer Reading List Of “Best Books” For Financial Advisors – 2024 Edition
The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!), client retention rates remaining robust, and at least a bit of client referral growth trickling in. Which is leading to healthy profit margins at the typical advisory firm, as more and more […]
Trump claims credit for Biden’s insulin price cap
Donald Trump and President Biden are scheduled for their first presidential debate on June 27.
National taxpayer advocate: TikTok a difficult adversary for IRS
Speaking at ENGAGE, Erin Collins asks: How does the IRS fight bad tax advice on TikTok when employees are not supposed to access it?
Fraud victims hit by ‘double whammy’ of theft, taxes on stolen funds
The growing number of fraud victims who suffer staggering financial losses often find themselves having to pay Uncle Sam for their missing income, experts say.