House-Passed H.R. 3962 Would Ease Online Notarizations
“Laws governing notaries and notarial acts have long been the province of state regulation,” Bonta wrote. “Notarial acts — in...
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Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech Roundup
What You Need to Know 58% of Americans said financial apps are important to achieving their financial goals, according to...
Your Client Left Their Job. What Should They Do With Their 401(k)?
Rolling Over to a New Employer’s Plan If your client is changing jobs and moving to another employer, it can...
Reg BI Will Be Defined Case by Case, Cetera's Chief Legal Officer Says: SEC Roundup
Welcome to SEC Roundup, a bimonthly video series by Paul Hastings partners and former Securities and Exchange Commission senior trial...
Jeffrey Levine: 5 Steps to Avoiding Pitfalls of Penalty-Free Early Retirement Distributions
4. Minimize payments if distributions are no longer needed. “If I don't need 72(t) payments any longer, I want to...
Kitces Research Shows How High-Growth Advisors Market Their Services
What You Need to Know Just 29% of practices deployed SEO, the top-ranked tactic in terms of returns in new...
Debate: Will the Inflation Reduction Act Cure What Ails Us?
The Inflation Reduction Act of 2022 is a much scaled-down version of the sweeping tax and climate change bill that...
3 Senators Challenge Fidelity's 'Immensely Troubling' 401(k) Bitcoin Plan
What You Need to Know In their letter, senators say retirement accounts shouldn't be exposed to 'untested, highly volatile assets.'...
BNY Mellon to Use Xceptor Tax Platform: Tech Roundup
What You Need to Know ICapital completed its acquisition of fintech firm Simon Markets. More than 4,500 new households and...
12 Concerns Guiding Investors, Business Owners Now
High-net-worth investors’ optimism dipped to early-pandemic levels on continuing concerns about the economic and market effect of inflation and the...
