Every year, hopeful high school students, with their parents tagging along, finally get to enjoy the fun part of the college admissions process. They start visiting college campuses. Checking out college campuses is a logical step, but countless families make a serious mistake when buying their airline tickets or gassing up their car for a…

Christmas came early this year for Van Halen fans across the globe with the release of Alex Van Halen's memoir, brethrenin October. The book chronicles his family's emigration from the Netherlands to the United States when he was just 8 years old and follows the band's meteoric rise to fame in the 1980s. More than…

Compliance is a time-consuming responsibility, a discipline that relies on precision and meticulous oversight. This reputation has been around for some timeeven when regulatory compliance was mostly about email and printed materials compared to the steady stream of today's corporate digital output. We've gradually seen compliance become more of an industry in its own right,…

Jason Pereira, senior partner at Woodgate Financial, explains how AI and technology tools are enabling faster and smarter data processing creating actionable and personalized insights. Discover how behavioral finance and generative AI are helping advisors improve their empathy and communication skills, ushering in a new era of humanization in financial planning. Source link

Since the great financial crisis of 2008, there has been a fundamental shift in the fixed income landscape. Banks have been central to creating credit for consumers and small businesses, driven by their ability to take deposits at low cost and lend money at higher rates. While non-bank credit channels have always existed alongside traditional…

Highlights of important new developments from the past year. Source link

The start of a new year is always a good time to review the past year and plan for the future. Last year, new laws and regulations were enacted or enacted that directly affect estate planning. One such law is the Corporate Transparency Act, which requires most companies formed or registered before January 1, 2024…

Opto Investments, a private markets technology platform for wealth management firms, has launched a new tool called Planner. Now available to firms on the platform, Planner aims to simplify the process of investing in long-term private markets. It assists advisors in determining appropriate allocations to target private markets and in designing an investment pacing strategy…

Sponsored by The Tax Cuts and Jobs Act is set to expire, making tax planning a crucial conversation for clients. Charitable giving can be a strategic tool to supplement tax planning. In this video, Brian C. Smith discusses planning strategies, including direct gifts and shared interest vehicles such as donor advised funds, family foundations and…

The cost of retirement is reaching historic highs. According to a new analysis by GOBankingRates, 23 states require at least $1 million in savings to fund a “comfortable” retirement. The study calculates the monthly savings needed to retire comfortably in each state — if you start saving at age 20 (or 30). The analysis initially…