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QPAM Exemption Amendment—Key Takeaways and Action Steps for Advisors and Other Stakeholders | JD...
JD Supra· 14 hours agoMany investment advisers and other financial institutions rely on the Department of Labor’s QPAM Exemption when providing services to, and transacting with, employer-sponsored ...
LPL swipes two former Cambridge advisors in Iowa - InvestmentNews
InvestmentNews· 6 hours agoLPL has extended its reach in the Midwest by onboarding two advisors in Iowa. The firm announced Wednesday that it has welcomed advisors Timothy Heisterkamp ...
What Does A Financial Aid Advisor Do? | Bankrate
Bankrate.com· 1 day agoNearly 60 percent of U.S. adults who currently hold or have previously held student loan debt say they’ve delayed financial milestones due to their...
LPL Signs First Succession Deal With External Practice
WealthManagement.com· 4 hours agoLPL Financial has closed on its first deal to acquire an external advisor practice under its liquidity and succession program, executives announced during ...
BofA Is Latest Bank Sued Over Adviser Commission Forfeitures
Bloomberg Law· 6 hours agounit financial adviser filed a proposed class action saying he was wrongly forced to forfeit more than $500,000 in commissions under a deferred compensation plan& ...
Apple Inc. (NASDAQ:AAPL) Holdings Cut by Vahanian & Associates Financial Planning Inc.
ETF DAILY NEWS· 11 hours agoVahanian & Associates Financial Planning Inc. cut its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 10.1% during the 4th quarter, according to its most recent 13F ...
Cetera's Avantax Inks $760M Acquisition | ThinkAdvisor
ThinkAdvisor· 16 hours agoIntegrated Tax and Wealth Strategies’ founder, Brian Stephens, will continue leading the tax...
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid | ThinkAdvisor
ThinkAdvisor· 1 day agoKitces.com’s lead financial planning nerd Jeff Levine kicked off Holistiplan’s 2024 Tax Planning...
‘I’ll die broke, with nothing.’ I’m 86, only get $398 a month from my annuity and am being denied...
Market Watch· 11 hours agoIs this something a financial adviser can assist with or do I need to explore a different avenue? To...
Unum Group (UNM) Q1 2024 Earnings Call Transcript
Motley Fool via Yahoo Finance· 3 hours agoWe're encouraged by the trends we are seeing in our operations, as well as the support we're receiving from the macro environment. All this positions us...
