5 Keys to a Texting Policy That Will Stand Up to SEC Scrutiny
3. All employees and independent contractor reps should sign the corresponding applicable standard acknowledgment form (stating that texting is prohibited, with express...
life insurance
The Case for Putting a Bonus Into a 401(k)
What You Need to Know Stocks are cheap and contribution limits have jumped, making 2023 a great time to invest...
7 Big Rules on the SEC's 2023 To-Do List
Bernstein told the agency in IAA’s comment letter that the plan is “unnecessary and unwarranted. It will have sweeping implications...
The One True Secret to Successful Investing
That is the nature of risky markets; if you time it just right, you can come out ahead, but getting...
Jeff Levine Answers Secure 2.0 Tax Questions From Advisors
Over the past two weeks, Jeff Levine, Kitces.com’s lead financial planning nerd and Buckingham Wealth Partners’ chief planning officer, has been hard at work spreading the...
This Type of Portfolio Offers Best Odds of Success, According to Vanguard
What You Need to Know Vanguard likes the long-term 60/40 portfolio view, although its own model suggests 50/50 stocks and...
How to Personalize the Client Experience: Julie Littlechild
We’ve got to invite the voice of the client in. So whether that is through polling or surveys or informal...
Goldman to Cut About 3,200 Jobs This Week
Goldman Sachs Group Inc. is embarking on one of its biggest round of job cuts ever as it locks in...
Why Clients Shouldn't Claim Social Security Early to Protect Portfolios
What You Need to Know Delaying Social Security beyond the full retirement age results in greater wealth accumulation for most...
Got a Hiring Crunch? Maybe Your Firm's the Problem
What You Need to Know If you take a hard, honest look, you might find several reasons job candidates steer...
