Financial Planning
@finplan
News, analysis, insights and data for financial advisors
ID:21792210
http://www.financial-planning.com 24-02-2009 20:19:23
66,1K Tweets
79,9K Followers
1,4K Following
The new U.S. Department of Labor retirement advice rule drew its first expected legal challenge from an insurance trade group. See who is challenging the regulation and why. #regulations #lawsuits bit.ly/3Up4QYQ
For financial advisors or tax professionals working with the owners of closely held businesses, this Supreme Court case is a biggie. Here’s a look at the interesting planning questions at stake. #lifeinsurance #estatetaxes #financialadvisors bit.ly/4dqBv95
Orion’s Brian McLaughlin has spent years testing and launching AI tools, but the president of Orion Advisor Technology has a warning for financial advisors who want to use it in predictive ways. #technology #wealthmanagement #AI #Risk
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Fewer and fewer firms are reporting their advisor headcounts. Did the numbers ever mean much? #recruiting #financialplanning #advisors
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The final version of the U.S. Department of Labor retirement advice rule includes substantial cost-benefit analysis. For instance, Morningstar, Inc. estimates $87.5B in 10-year savings for investors. #regulations #financialadvisors #401k bit.ly/49YPU9E
If frozen embryos have legal status, could embryos in Alabama conceivably claim death benefits on a life insurance contract? #insurance #alabama #estateplanning
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So you think you’ve made it by producing $1M a year for your firm. Here’s what you can expect to take home. #advisorpay #wealthmanagement #financialadvisors
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If approved channels aren’t being used much, it may indicate that other, shadier channels are in play, writes @Mirrorweb’s Harriet Christie. #compliance #brokerdealers #FINRA
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Stricter FINRA rules for expungement have led to a decline in advisor requests to have online records scrubbed, say industry lawyers. #litigation #advisors #financiaplanning
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Life didn’t get easier for $600K producers at wirehouse and regional advisory firms. We broke down the numbers. #advisorpay #wealthmanagement #financialadvisors
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Advisors who are generating $2 million a year really are in exclusive company. Here’s what they’ll make in base pay at various wirehouses and regional firms. #brokers #wealthmanagement #financialadvisors
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As financial advisors and tax professionals wait on a ruling in a Supreme Court case involving life insurance and estate valuations, these strategies could help avoid the issue entirely. #estateplanning #tax #financialplanning bit.ly/4dqBv95
Tech innovator Dani Fava talks about her new role at Carson Group and where AI is headed next. #technology #carsongroup #AI
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Forty-minute waits on the phone. Eight-month waits for benefits. Social Security’s customer service is a mess. Here’s how advisors can help retirees navigate it. #retirement #SocialSecurity
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.Citizens has its pedal to the floor with wealth management. Wealth unit head Tom Metzger’s plan is to recruit advisors working with high net worth clients. #recruiting #financialplanning #advisors
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