Latest Issue Cover
Home » Financial Advisor » FA Magazine » Frontline News

Frontline News

[1]  1 2 3 4 5 6 7 8   [42]

When Does The IRS Start Viewing A ‘Hobby' As A Business?

by

Clients who make a mistake on these designations stand a good chance of being audited, advisors say.

Tread Cautiously With Exchange-Traded Notes

by

Turmoil in the banking sector has spilled over into the ETN market.

How Wealthy Clients Can Address Income-Based Phaseouts

by

Advisors say there are ways to deal with the penalties endured by wealthy taxpayers.

In Most Cities, Homes Still Sell Faster Than Before The Pandemic

by

The rapid sales come despite the cooling in housing markets from the peak of the pandemic boom.

2022 Was Good For Annuities; 2023 Stands To Be Better

by

CFRA Research says annuities have winds at their back from the SECURE Act and interest rates.

Why Advisors Should Practice Tax-Loss Harvesting All Year

by

Strategic loss-harvesting throughout the year gives investors more flexibility, advisors say.

Bipartisan Group Of Senators Mulls Raising Social Security Age

by

Increasing the retirement age to 70 is one of the proposals being considered by the legislators.

LPL Advisors Can Now Off-load Accounts To Company

by

LPL said its Partial Book Sales offering is designed to free up advisors to focus on their business goals.

FSI Fears DOL Will Force IBDs To Become RIAs

by

If DOL forces contractors to become employees, 77% of affected advisors will open RIAs or retire, report says.

Can ChatGPT Replace Advisors?

by

Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.

Rising Interest Rates Can Benefit Trusts Transfers

by

The performance of trusts as estate planning vehicles is often tied to the federal funds rate.

Ric Edelman Says Advisors Don't Properly Plan For Extended Life Spans

by

Edelman has launched a podcast to help advisors plan better for clients who may live to 100.

Planning For Taxes With A Divided Congress

by

Tax planning today revolves around the 2026 sunset provisions of the Tax Cuts and Jobs Act.

Variable Annuity Replacements In Finra's Crosshairs

by

Finra exam results show firms often can't justify contract switches.

Trump Gave Loans To His Kids. Here's How Your Clients Can, Too

by

Intra-family loans are useful for achieving a number of objectives, including the transfer of business ownership.

IRS Shifts Income Tax Thresholds To Offset Inflation

by

The new limits impact income, estate and gift taxes.

Americans Now Believe They Need $1.25M To Retire, Study Says

by

The report also found that Americans have upped their anticipated retirement age to 64 from 62.6 last year.

Social Security More Valuable Than Ever, Even for Millionaires, Advisors Say

by

The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

Tax Strategies For Clients With Extra Cash

by

The clock is ticking for the implementation of tax strategies for cash-rich clients.

What, And What Not, To Say To A Grieving Client

by

Trying to console someone by saying "At least they lived a long life" is a big mistake, this advisor coach says.

[1]  1 2 3 4 5 6 7 8   [42]