Page 90 - Carson Group News Today

Start Planning for Your 2021 RMDs Now © (Getty Images) Senior man working from home The rules for taking required minimum distributions from IRAs, 401(k)s and other retirement-savings plans have changed significantly in the past few years. The SECURE Act, passed in late 2019, raised the age to start taking the required withdrawals from 70½ to 72. Then the Coronavirus Aid, Relief and Economic Security Act, or CARES Act, waived the RMD requirement for everyone in 2020. But the newest COVID re...

Jud Mackrill Leaves Carson Group, Launches Milemarker With a team of three other co-founders, Jud Mackrill is launching an integration as a service company, called Milemarker, to help advisors better understand the data within their firm. Jud Mackrill has left his role as chief marketing officer at Carson Group to start his own wealthtech “integration as a service” company, called Milemarker. In an exclusive to WealthManagement.com, he said the new firm, which will be self-funded to ...

Death Of Plaid, Visa Mega Deal Could Be Good News for Advisors While they may miss out on some benefits, advisors could be better off from the termination of Visas plans to acquire account aggregator Plaid, according to observers. While the termination of the merger agreement between Visa and Plaid is a blow for executives at the two firms, advisors should largely benefit—with few exceptions—from the end of the proposed $5.3 billion deal, according to technologists and analysts. With...

Will more stimulus, curbing COVID-19 and releasing pent-up demand fuel a second-half surge? Market watchers weigh in on the outlook for 2021.

Pennsylvania American Water Systems Recognized for 20 Consecutive Years of Excellent Tap Water Pennsylvania American Water Systems Recognized for 20 Consecutive Years of Excellent Tap Water Customers of Pennsylvania American Water can rest assured of the quality of their tap water, as 18 of the companys water treatment plants were recently recognized with 20-Year Directors Awards from the Partnership for Safe Water for 20 consecutive years of water quality excellence. The national awards, whic...

Press release content from Business Wire. The AP news staff was not involved in its creation. Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors January 11, 2021 GMT LOS ANGELES--(BUSINESS WIRE)--Jan 11, 2021-- Altruist, a fully-integrated digital investment platform for financial advisors, announced today it has closed an additional round of funding that will accelerate its mission of disrupting the custodial offering for indep...

Click HERE to find out ⭐ Digital Investment Platform For Financial Advisors Altruist Announces New Investment & Additional Board of Directors. | Crowdfund Insider: Global Fintech News, including Crowdfunding, Blockchain and more.

Those RIAs that made the move this year say that the effort has been worth it December 16, 2020 6 MINS But for those advisers that pulled up stakes and made the move in 2020, an already challenging undertaking proved to be an even steeper climb, but every bit worth the effort. “I wish I had done it sooner,” said George Nottingham, who left Wells Fargo in May to join Steward Partners, where he is now a managing director and wealth manager. Nottingham, who had switched f...

Attorneys, compliance experts and marketers weigh in on the regulator’s first update to advertising compliance in decades.