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Think Advisor
58 分钟
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
2 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
3 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
9 小时
Social Security Fairness Act Calls for 2024 Back Payments
The Social Security Administration has confirmed that, should President Joe Biden sign the Social Security Fairness Act ...
Think Advisor
7 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
7 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
7 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
19 小时
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
What to Tell Clients About the New College Aid Form
The U.S. Department of Education recently opened the Free Application for Federal Student Aid for the 2025–26 academic year.
Think Advisor
11 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
“It’s a well-established principle in Washington state that a tax on the mere ownership of property is a property tax,” the ...
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 ...
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