Kitces.com, the publishing unit of financial planner Michael Kitces, is branching into online education by offering a six-hour course, "How to Find Planning Opportunities When Reviewing a Tax Return."
The course, designed for certified financial planners who have completed their CFP tax education requirements, will be taught by Jeffrey Levine, a CFP and certified public accountant. Its 10 self-paced modules provide information on Form 1040 and its schedules, and how to map key lines of the tax return to specific tax planning, cash flow and lifestyle factors, and convert those insights into practical client planning opportunities.
With a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
LPL Financial is a bellwether for the broader financial advice marketplace.
The San Francisco-based startup's Series A funding, with support from Schwab and Edward Jones Ventures, will reinforce its role in the coming $124 trillion wealth transfer.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
