| Date | Title | Description |
| 24.06.2026 | Top 5 Most Commonly Used Integrations with FutureVault | Share
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The modern wealth management firm does not run on a single platform. It runs on an ecosystem that contains a variety of different platforms such as CRM, financial planning tools, custodian-held assets, and e-si... |
| 12.05.2026 | Tech Titans Reshape Industries: AI, Chips, and IPOs Drive Market Transformation | The tech landscape is shifting rapidly. Intel is reportedly nearing a significant chip deal with Apple, boosting its foundry business. Nvidia has invested over $40 billion in AI companies this year, expanding its ecosystem. SpaceX is poised... |
| 07.05.2026 | Trump Accounts could allow direct stock donations down the road: Reports | In an X post on Wednesday, Altimeter Capital CEO Brad Gerstner, who helped spearhead Trump Accounts, voiced interest in allowing the accounts to accept individual stock donations.
The post was in response to a DealBook report that said that... |
| 26.03.2026 | Why New RIA Firms Are Moving Beyond Manual Compliance to Always-On Readiness | Compliance made Simple, Structured, and Organized
Industry insights show RIAs spend $29,000+ and 650 hours annually on manual processes, driving demand for always-on compliance systems
Firms that experience the least disruption are not scra... |
| 28.02.2026 | Trump Accounts: "Tax-Free" Claims Face Reality Check Amid Unanswered Questions | President Trump's 2026 State of the Union address presented "Trump Accounts" as revolutionary "tax-free" investment opportunities for American children. This optimistic characterization quickly faced scrutiny from financ... |
| 26.02.2026 | Trump accounts aren’t exactly ‘tax-free,’ as the president said. Here’s how they work | In his State of the Union address, President Donald Trump touted Trump accounts, a type of tax-advantaged investment account for kids, but referred to them as “tax-free.”
These accounts function like individual retirement accounts, with som... |
| 21.02.2026 | Financial Advisor Playbook
Trump accounts have ‘more unanswered questions than answered,’ expert says. What’s still unknown | Following a massive publicity push, many families have started the process of opening Trump accounts, early data shows.
Children under two could see their accounts pre-funded on July 4 with $1,000 seed money from the Treasury.
But other que... |
| 22.01.2026 | Atlas Park Consulting Selected as One of Few Fractional COO Providers on Kitces' 2026 Advisor Service Providers Map | Client expectations are rising, and the competitive landscape demands operational excellence. Firms that invest in proper infrastructure now will be positioned to thrive in the years ahead.”
— Cameo RobersonSACRAMENTO, CA, UNITED STATES, Ja... |
| 27.10.2025 | Snappy Kraken Launches Bidirectional CRM Integration for AI Marketing Insight | Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced its new CRM integrations, the first real-time, bidirectional integration of its kind in the advisor ... |
| 03.09.2025 | 68 jobs may qualify for Trump’s $25,000 ‘no tax on tips’ deduction | President Donald Trump’s “big beautiful bill” includes a section called “no tax on tips.”
The deduction is worth up to $25,000 for eligible workers with “qualified tips.”
The U.S. Department of the Treasury has released a preliminary list o... |
| 21.08.2025 | How wealthy investors use ETFs to skirt capital gains taxes. The strategy is ‘like magic,’ advisor says | Wealthy investors avoid capital gains taxes by using a 351 conversion to transfer profitable assets to an exchange-traded fund.
The strategy seeds ETFs before launch, and the original investor defers capital gains until selling their shares... |
| 10.08.2025 | Trump’s ‘no tax on tips’ raises worker questions: One bartender says it feels ‘too good to be true’ | President Donald Trump’s “big beautiful bill” includes a section called “no tax on tips.”
The deduction is worth up to $25,000 for qualified workers — and it phases out, or gets smaller, once earnings exceed $150,000.
While the provision wa... |
| 18.07.2025 | Trump’s ‘no tax on tips’ sparks questions for workers: ‘We’re looking at a crystal ball,’ expert says | President Donald Trump’s “big beautiful bill” has a section called “no tax on tips.”
But the provision doesn’t eliminate tax on tips, which are still subject to payroll levies.
Instead, it’s a deduction worth up to $25,000 for qualified wor... |
| 18.07.2025 | ‘Trump accounts’ come with a $1,000 baby bonus. Then the rules get complicated, tax experts say | President Donald Trump’s “big beautiful bill” includes a new savings plan for children with a one-time deposit of $1,000 from the federal government for newborns.
So-called “Trump accounts” will function like an individual retirement accoun... |
| 04.06.2025 | The Tax Tightrope: Balancing Business Benefits and Budget Deficits | In the world of taxes, change is the only constant. Recently, two significant developments have emerged from the U.S. political landscape, each casting a long shadow over different sectors. On one side, House Republicans are pushing for a p... |
| 29.05.2025 | House Republican budget bill calls for bigger ‘pass-through’ business tax break. Who could benefit | For 2025, the Section 199A deduction for qualified business income, or QBI, is worth up to 20% of eligible revenue, with some limitations.
This applies to so-called pass-through businesses, including sole proprietors, partnerships and S-cor... |
| 10.03.2025 | Panoramix Named Top Portfolio Management Platform in 2025 T3 Advisor Survey, Nearly Doubles Market Share | Panoramix Logo
Financial advisors' top ranking for seven straight years confirms Panoramix's continued and unwavering commitment to delivering superior service and value
Our team is incredibly proud of this recognition which reflects our un... |
| 30.08.2024 | The 12 Best Books on Annuities Often cloaked in jargon and misconceptions, annuities are a complex financial instrument with fees, surrender charges, and other complexities. Therefore, if you̵... | Often cloaked in jargon and misconceptions, annuities are a complex financial instrument with fees, surrender charges, and other complexities. Therefore, if you’re considering adding annuities to your retirement portfolio, you should arm yo... |
| 23.08.2023 | Demonstrate Your Commitment to High Ethical Standards by Becoming a CFP® Professional | (NewsUSA) - Consumers are looking for someone they can trust to guide them in financial matters. Becoming a CFP® professional helps you communicate that you’ll always prioritize your clients’ interests. Doing right by your clients is the gu... |
| 31.10.2022 | Will Inflation Kill The 4% Rule? | Are reports of the death of the 4% Rule greatly exaggerated or will the crown pass to a new rule that begins with a 3 . . . or a 2? |
| 30.07.2021 | Reverse mortgage industry courts financial planners | The exit of major banking institutions like Wells Fargo and Bank of America from the reverse mortgage market in the past decade has made the importance of forging referral partnerships with financial planners all the more important to the p... |
| 14.12.2020 | Five Signs You Are Working With The Wrong Financial Advisor | As a financial planner, I’ve seen way too many clients who found my firm after being burned by another advisor. |
| 17.11.2020 | Year-End Planning After The Election: What Financial Advisors & Tax Pros Are Telling Clients About Future Tax Changes | While President-Elect Biden's proposals call for tax increases on high earners, the timeline for any ... [+] tax changes remains very uncertaingetty |
| 03.11.2020 | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | Certified Financial Planners (CFPs) must have considerable financial expertise, both academic and practical, and agree to always put clients’ interests before their own. baona/Getty Images
A Certified Financial Planner (CFP) is a trade-indu... |
| 28.10.2020 | Two Big Tax-Savings Ideas Before Year-End: Save Taxes And Do Good | |
| 13.10.2020 | 15 Finance Pros Share Their Favorite Industry Info Resources | The finance industry is highly competitive and fast-changing. Finance professionals are expected to quickly adapt to new trends and developments in the field, and the pressure can be overwhelming. Thankfully, there are many ways to stay inf... |
| 09.08.2020 | 5 Lessons 1966 Can Teach Us About Retirement Today | 1966 Ford Mustang 289. Artist Unknown. (Photo by National Motor Museum/Heritage Images/Getty Images)Getty Images |
| 15.05.2020 | An M&A Lesson From The Last Dance | Wealth managers thinking about retirement can learn a lot from Michael Jordan and the ’97-’98 ... [+] Chicago BullsSporting News via Getty Images |
| 24.06.2018 | High earners need to watch out for Medicare surcharge | Dear Liz: When I retired at age 70, I anticipated receiving the maximum available Social Security benefit payment because I had paid in the maximum tax for my entire career. I did not anticipate the heavy hit my spouse and I would take in m... |
| 22.04.2018 | Don’t run out of money in retirement: Here’s how much to use per year, and why | Dear Liz: I am confused about “safe withdrawal rates” from retirement accounts. I’ve read that withdrawing 4% of savings each year is the gold standard that financial planners utilize to ensure that life savings are preserved in retirement.... |
| 26.03.2017 | The old magazine scam is alive and well. Here’s how to fight back | Dear Liz: I got scammed by a magazine company a year ago. I thought the call was about two magazines I wanted to stop as I was moving. The woman talked fast and took me through the steps with my bank card (which was stupid of me, I now know... |
| 14.07.2016 | 7 signs you're rich, even if it doesn't feel like it | Personal Finance 7 signs you're rich, even if it doesn't feel like it
Written by Libby Kane, CFEI; edited by Stephanie Hallett
2016-07-14T20:25:35Z
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| 03.06.2016 | Saudi Arabia's plan to fix its oil 'addiction' won't solve all of its problems alone | Redeem now
An Indian labourer looks at the construction site of a building in Riyadh November 16, 2014. India is pressing rich countries in the Gulf to raise the wages of millions of Indians working there, in a drive that could secure it bi... |
| - | Here’s why Democrats’ proposed elimination of Roth conversions for the wealthy doesn’t start until 2032 | House Democrats proposed a prohibition on converting pre-tax IRA and 401(k) plan funds to Roth savings for wealthy taxpayers.
The repeal on such Roth conversions would start after a decade, in 2032, however.
That would give ample time for i... |
