My Mom's Giving Our House to a Cat Shelter After She Dies—What Should I Do?
I assumed the house would become mine upon my mother's death for the reasons I mentioned. But she recently informed me that she supposedly has a will.
AssetMark: How To Break Away
(AssetMark) Are you considering a break-away move to start your own practice? Transitioning to independence as an advisor can be a big and rewarding move. However, it’s easy to feel overwhelmed if you aren’t sure where to start in the transition process. Building a new firm requires establishing a workflow, managing client relationships, maintaining compliance, and overseeing complex business details.
This quick guide to transitioning as an RIA offers a few things you need to know as you make the move toward independence.
The Fed’s Interest Rate Strategy Is Getting Tricky as Plans to Skip a Hike Emerge
The Federal Reserve’s June meeting is shaping up to be one of the trickiest in its 15-month campaign to tame inflation.
Envestnet Teams With Goalsetter To Provide Client Educational Support
Goalsetter, an award-winning family financial education-focused spending and savings platform, is partnering with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.
Buckingham: Advantages of Using CDs as Part of Your Fixed Income Portfolio
This advantage is unique to owning individual bonds is that mutual funds really can’t play in the CD marketplace. But your clients can.