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Think Advisor
13 小时
Inflation Spells Significant 2025 Tax Adjustments
Changes will apply to standard deduction amounts, marginal rates and various credits beginning in tax year 2025.
Think Advisor
17 小时
Social Security Fairness Act Calls for 2024 Back Payments
The bill repealing the controversial Windfall Elimination Provision and Government Pension Offset awaits President Biden's ...
Think Advisor
14 小时
How Advisors Can Protect Clients From Instant Payment Fraud
In that respect, financial advisors (and their counterparts in broker-dealers, custodians, and clearing firms) have a lot of ...
Think Advisor
19 小时
How Prudential Advisors Focuses on Underserved Clients
Speaking from the red carpet at the event, Hasan Ibrahim, Prudential’s Territory Vice President for Central, discussed the ...
Think Advisor
16 小时
Will the Medicare Plan Market Please Stop Shaking?
Starting in 2025, the Inflation Reduction Act will limit Medicare drug plan members' spending on covered drugs at $2,000 per ...
Think Advisor
20 小时
Orion CEO’s Advice to Advisors: Focus on What’s Important
At the 2024 ThinkAdvisor Luminaries Awards ceremony in Las Vegas, Orion and the company’s CEO Natalie Wolfsen received ...
Think Advisor
19 小时
AEF Shows the Power of Giving Back to Local Communities
American Endowment Foundation CEO Ron Ransom and Chief People and Culture Officer Paula Hogan share thoughts on charitable ...
Think Advisor
23 小时
How Kwanti Continues to Innovate With a Small, Dedicated Team
After 16 years in business, Kwanti, a leading portfolio analytics solution in the wealth management industry, is still innovating. Speaking from the red carpet at this year’s ThinkAdvisor Luminaries ...
Think Advisor
1 天
Washington State’s Wealth Tax Debate Is Heating Up
The Democratic Party may control the government in Washington state, but opinions are sharply divided regarding the potential ...
Think Advisor
1 天
Who Will Vote on Fed Policy Next Year?
The Federal Open Market Committee, which votes on changes in interest rates, includes a rotating cast of presidents from 11 ...
Think Advisor
1 天
How One RIA Unlocked Growth by Outsourcing Investment Management
All industries evolve over time, some more quickly than others. But in the experience of Michael Manning, the financial ...
Think Advisor
1 天
What to Tell Clients About the College Aid Form
It’s critical for students planning to attend college to fill out the FAFSA form, says Laura Lallos, managing editor of ...
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