FP50: Which Independent Broker-Dealers Had the Highest Revenue Growth?
A total of 36 firms managed to increase their revenue. Listed here are the ratings according to revenue growth.
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been adding guidance on insurance, health care, taxes, estate planning and more.
The avalanche of cases announced Friday included charges against a no-longer registered advisor and firm accused of misappropriating more than $20 million from clients.
Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.
Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.
President Trump signed a series of executive orders after his inauguration, including a hiring freeze for federal government workers, particularly at the IRS.