Nov 20, 2023
« Back to Issue Archive
Download Issue View Digital Edition
Available to subscribers only
Featured News
Garrett again battles for DOL rule
Sheryl Garrett, founder of the Garrett Planning Network, got a shout-out from President Obama in 2015 when he introduced a Department of Labor fiduciary rule. Now she’s joining the fight to support the Biden administration’s proposal.
Year-end QCD mistakes to avoid
The great tax benefits of qualified charitable distributions can be forfeited if the rules aren't followed.
Increasing costs hitting financial advice industry
Expenses are rising: LPL Financial said in October that its core general and administrative expenses were up 15% year-over-year.
Will employers pass the college planning test?
As federal student loan payments resume, parts of the SECURE 2.0 Act will soon make it easier to save for college or contribute to a 401(k).
Bitcoin is having a moment
There’s a lot going on in the world of digital assets as advisors face questions about whether and how to use the asset class.
The curious case of FTX and bitcoin’s surge
Many clients will see the legitimization provided by bitcoin ETFs as a reason to ask their advisors why they aren’t benefiting from the price increase.
