FP Magazine - Financial Planning
WEBRead the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 · Edward Jones bests Stifel, Fidelity and RBC in J.D. Power’s client satisfaction survey; Prudential, Advisor Group and Merrill Lynch tumble to bottom. By Tobias Salinger. April 15, 2021 8:00 AM ...
AssetMark acquires financial planning software Voyant for $145M
WEBMar 2, 2021 · For $145 million, the Concord, California-based TAMP, which provides outsourced investment management and technology to independent financial advisors, will acquire Voyant, a financial planning ...
Regulation - Financial Planning
WEBFind the latest Financial Planning news and analysis on client portfolios, investment strategies, investment insights, portfolio management and client relations.
How AI is transforming wealth management | Financial Planning
WEBNov 8, 2023 · Wealth management Practice and client management Artificial intelligence Fintech. Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered ...
Savvy ways to gift assets while also cutting tax rates - Financial …
WEBApr 29, 2020 · When clients seek to offer financial support to family members, shifting money “upstream” or “downstream” can be an appealing and tax-efficient way to transfer assets. For reprint and ...
The HSA 'deathbed drawdown': Making tax-efficient distributions …
WEBJan 18, 2024 · The caveat, however, is that distributions that aren't used for qualified medical expenses are taxable (with an additional 20% penalty if the owner is under age 65). So in order to receive the ...
J.D. Power announces 2022 best financial advisor firms - Financial …
WEBApr 14, 2022 · UBS beats out Vanguard, Schwab and Northwestern at the top of J.D. Power’s client survey; TIAA, Prudential and LPL get lowest scores. By Tobias Salinger. April 14, 2022 8:00 AM. The giant wealth ...
Funds with the best 15-year returns | Financial Planning
WEBFeb 25, 2021 · Compared with the broader fund industry, index trackers such as SPDR S&P 500 ETF Trust (SPY) and the SPDR Dow Jones Industrial Average ETF Trust (DIA) delivered 15-year annualized gains of 9.86% ...
Top Women in Asset Management shift strategies amid pandemic
WEBMay 1, 2020 · This year, that recognition comes at a time of serious crisis, as the global economy weathers the deep impact of the coronavirus pandemic. We asked this year's Top Women in Asset Management ...