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Ask an Advisor: I Want to Give Money to My Son and Daughter-in-Law. How Much Can I Give Without...
SmartAsset via Yahoo Finance· 2 hours ago-Irwin For 2023, you can give your son and daughter-in-law each $17,000 without having to deal with...
Financial advisors prepare for vacation season
InvestmentNews· 10 hours agoSummer is here and that means wealth managers must keep their practices running while support staff take well-deserved time off.
Modern Wealth Makes 2 More Acquisitions as Assets Top $3.7 Billion
Barrons.com· 4 hours ago“As the wealth management industry grows increasingly complex, joining Modern Wealth marks our next...
Lowe's Companies (LOW) Q1 2024 Earnings Call Transcript
Motley Fool via Yahoo Finance· 5 hours agoStock Advisor service has more than quadrupled the return of S&P 500 since 2002*. *Stock Advisor...
Independent Advisor Alliance Has $794,000 Stock Position in Regions Financial Co. (NYSE:RF)
ETF DAILY NEWS· 15 hours agoThe firm owned 40,951 shares of the bank’s stock after selling 1,345 shares during the period. Independent Advisor Alliance’s holdings in Regions Financial
How six human rights lawyers triggered a backlash by pursuing Netanyahu
The Telegraph via Yahoo News· 3 hours agoThe whole thing is doing huge damage to the ICC.” The Telegraph contacted the panel, which was...
I’m a Financial Advisor: 6 Best Alternatives to a 401(k) Retirement Plan
GOBankingRates via Yahoo Finance· 1 day agoThe 401(k) is a staple in the U.S. retirement system, with these employer-sponsored plans offering...
US Financial Advisors LLC Boosts Stake in NVIDIA Co. (NASDAQ:NVDA)
ETF DAILY NEWS· 15 hours agoUS Financial Advisors LLC increased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 5.2% in the 4th quarter, according to its most recent filing ...
Dimensional Fund Advisors LP Boosts Stake in Cincinnati Financial Co. (NASDAQ:CINF)
ETF DAILY NEWS· 16 hours agoThe fund owned 1,093,275 shares of the insurance provider’s stock after acquiring an additional...
Tax cuts are set to expire in 2025 – Is it time to do a Roth IRA conversion?
Bankrate via AOL· 5 hours agoAnyone doing a Roth conversion should also pay particular attention to the “pro rata rule,” too....