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WEBFinancial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial advisor, Investment advisor ...
What Clients Need To Know About Donating To Presidential …
WEBJul 24, 2024 · Since there is both a primary and a general election, the total limit is $6,600. You could also give to a political action committee, or PAC, which pools contributions and donates those funds to ...
Private Wealth - Financial Advisor
WEBFinancial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor ...
Investors Sue TIAA, Morningstar Over Pricey Retirement Plan Advice
WEBAugust 6, 2024 • Tracey Longo. Investors are suing TIAA and Morningstar Investment Services for allegedly breaching their fiduciary duty by using a retirement tool that steered participants into ...
Sponsored Content: The Growing Demand For Virtual Family …
WEBAug 22, 2024 · Essentially, creating a VFO involves three overarching strategies: 1.Gain a deep understanding. To set up an effective VFO, first you must have a profound and comprehensive understanding of your ...
Fidelity's 401(k) Millionaires Hit A New High As Gen X Steps Up
WEBAug 28, 2024 · Meanwhile, the universe of 401 (k) millionaires with accounts at Fidelity rose to 497,000, a 2.5% gain over the first quarter. That’s a new high. Contributions combined with market gains led to ...
Donor-Advised Funds In Philanthropic Planning - Financial Advisor
WEBSeptember 4, 2024 • The American College of Financial Services. A donor-advised fund (DAF) is a charitable investment account that allows donors to support their favorite charities with a single ...
60/40 Portfolio Mix Bounces Back After Taking Hit In 2022
WEBMarch 22, 2024 • Suzanne Woolley. Don’t write off the long-term power of a simple 60/40 portfolio. The reputation of the classic investing strategy, which refers to a split between stocks and ...
GAO Undercover Probe Finds 'Many Complex Conflicts' In Advisor …
WEBAug 29, 2024 · GAO found “many conflicts associated with recommending one product over another in a review of over two thousand descriptions of conflicts of interest in required disclosures.”. While firms ...
America Has No Alternative To Industrial Policy - fa-mag.com
WEBSep 6, 2024 · Now, however, the United States has three overwhelming reasons to go all in on industrial policy. First, there is the looming disaster of runaway global warming, which requires action on a scale ...