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FINANCIAL PLANNING/WEALTH MANAGEMENT

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IRS Delays Implementation Of Lowered 1099-K Reporting Threshold

by FA Staff

The agency said it is also looking to make changes to Form 1040 that would make filing easier for taxpayers.

Millions Of Independent Contractors Face New IRS Reporting Mandates

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The IRS says it will send out 30 million additional 1099-K forms in January.

What You Need To Know About IRS Tax Changes For 2024

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A 5.4% bump in the standard deduction and a boost to 401(k) contribution limits are among the tweaks to account for inflation.

Your Clients May Not Know About This Capital Gains Tax Break

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Section 1202 of the IRS tax code has long allowed taxpayers to deduct the sale of certain small business stock.

Young Investors Ditch Parents' Advisors And Opt For Their Own

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Fewer than one in five of affluent investors use their parents' advisors, according to Cerulli Associates.

After Student Loan Payments Restart, 1.4 Million Americans Risk Defaulting On Debt

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Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments.

Investors Fail To Discuss Estate Planning With Parents, Study Finds

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Fewer than one-third of U.S. adults in a Northwestern Mutual survey say they have spoken with parents about estate planning.

Recruiting The Best And Brightest Talent From HBCUs: What Financial Services Firms Need To Know

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Recently I had the pleasure of attending the Spelhouse Homecoming, an annual event that brings together students, families and alumni from Spelman and Morehouse Colleges...

How To Ensure Trusts Hold Up To IRS Scrutiny

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The IRS crackdown on wealthy taxpayers includes a renewed focus on trusts, advisors say.

The Hypocrisy At The Core Of America's Elite Universities

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The top schools like to talk about being inclusive, but their reputations depend on being selective.

Emigrant Partners Adds Three To Leadership In Expansion Bid

by FA Staff

Industry veterans Jason Ehrlich, Mark Bruno and Sam Grewal will focus on driving a new wave of growth for Emigrant.

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

Why AI Won't Replace Human Financial Advisors

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History has repeatedly proven that people want to interact with a human professional to manage their finances

Model Portfolios Help Boost Investor Confidence, Natixis Says

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Natixis Studies Model Portfolios

S&P: The Taxman Cometh For Active Investors

by FA Staff

An S&P Dow Jones report shows in stark terms how taxes hurt active funds' performance.

The Tech Gold Rush Is Over. Where's The Next One?

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Ambitious young people in search of their fortune are looking for a new industry.

Gen Z's Cash Cushion Is Shrinking After The Summer Of Splurge

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Young adults are facing higher financial stress with the return of student loan payments and higher prices.

Muni Market's 5-Year Streak Of November Gains Is On The Line

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The November winning streak will be tested this year if the economy defies expectations and strengthens.

Financial Trade Groups Balk At Biden's 'Junk Fees' Language

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Two groups say the new DOL fiduciary proposal will rob small investors of retirement services.

Displaying Mid-Cap Mojo

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The Virtus KAR Mid-Cap Core Fund has navigated this space with top-notch results.

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