A wealth transfer over the next decade or so will likely make millennials “the richest generation in history,” according to a new report.
Introduction to Tax Relief for American Families and Workers Act of 2024
Picture a future where the tax system works for you, not against you. Doesn’t seem too far-fetched? Welcome to the reality of the Tax Relief for American Families and Workers Act of 2024. As a pivotal landmark in American financial legislation, this Act promises to shake up the traditional view on taxes. Instead of merely […]
‘Honeypot’ suit against Morgan Stanley alleges behavior Wall Street has tried to leave behind
A lawyer says the industry has been on notice at least since the “Boom Boom Room” scandal of the 1980s that hostile workplaces won’t be tolerated.
UCIS director banned after investors lose £57m
Robin Forster, the director of a Ponzi-style unlawful and unauthorised care home investment scheme which saw investors lost £57m, has been banned for 14 years. Mr Forster, 42, was the director of companies which took £57m from investors by convincing them to invest in an unauthorised care home investment scheme. He also deprived creditors of […]
Using Reflection Questions To Help Prospects Find Clarity And Focus On A Shared Planning Vision
Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they’re in desperate need of a comprehensive financial plan. Rather, prospects often reach out to set an initial appointment only when they realize […]
How to start a plumbing business in Australia
Australia’s thriving trades industry, coupled with the continuous demand for plumbing services, presents a lucrative opportunity for aspiring entrepreneurs to start their plumbing business. However, embarking on this journey requires meticulous planning, industry knowledge, and adherence to legal regulations. In this guide, we’ll navigate through the essential steps to show you how to start a […]
LPL continues recruiting run with $1B ex-Merrill team
An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.
Pru with profits fund shares £3.5bn with customers
The £126bn Prudential with profits fund is set to share £3.5bn with more than 2m of its policyholders, owner M&G Wealth has revealed. The with profits fund is believed to be the largest fund of its kind in the UK. Its main asset pool returned 4.3% over the 12 months to the end of 2023 […]
#FA Success Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value, With Dianne Nolin
Welcome back to the 374th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dianne Nolin. Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households. What’s unique about Dianne, though, is […]
IRS donor-advised fund proposal could have ‘chilling effect’
Planners who recommend the increasingly popular charitable vehicles could face penalties for what’s currently a pretty common practice in the industry, experts say.