boarded windows
Trump's Opportunity Zone Rules Deliver on Investors' Wish List
Apr 19, 2019
The rules provide more clarity on the tax breaks included in the 2017 tax reform legislation.
Uber
Five Inflection Points for Financial Advisors
Apr 18, 2019
If not already, these inflection points will soon be disrupting how financial advisors go about their business.
group of women
Five Ways to Familiarize Yourself With Your Client’s Family
Apr 18, 2019
If you want to keep the relationship, start building it now.
Manisha Thakor
Michael Kitces' #FASuccess Podcast: Building Your Brand With Manisha Thakor
Apr 17, 2019
Manisha Thakor, the founder of MoneyZen, offers a frank perspective about being your authentic self.
marijuana
Advisor Charged in Medical Marijuana Scheme
Apr 17, 2019
Investors allegedly lost $8 million in assets from a failed medical marijuana venture linked to a Massachusetts-based advisor.
Premia office 2.jpg
Office Space: Inside the Workplaces of Seven RIAs
Apr 17, 2019
From “Mad Men” to Warhol, these offices of RIAs in the Dynasty Financial network drew inspiration from a variety of places.
New Jersey Gov. Phil Murphy
New Jersey Proposes Uniform Fiduciary Rule for Brokers and Advisors
Apr 16, 2019
The proposed regulation would make the Garden State one of the first in the country to enact a uniform fiduciary standard for financial advisors.
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