American College launches new tax planning certification
Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.
Source: financial-planning.com
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Top News In Michael Kitces Today - Breaking & Trending Today
Advisor cheating for continuing education credits on the rise
There has been a high number of actions by Finra over a curious kind of advisor misconduct: Cheating for continuing education credits.
Source: investmentnews.com
8 Things You Must Know About Medicare's Income-Related Monthly Adjustment Amount (IRMAA) Surcharges
Here’s what you need to know about who gets charged and why, as well as when the fees can be waived.
Source: kiplinger.com
Scenes From Day 3 of Wealth Management EDGE
The second full day of Wealth Management EDGE got spicy, with a "Hot Ones"-inspired conversation between Michael Kitces and Jason Pereira.
Source: wealthmanagement.com
Consolidation of Industry's Largest RIAs Is "Very Possible"
There could be consolidation among the largest RIAs, though it's hard to know when, according to a managing director with PE firm LightYear Capital
Source: wealthmanagement.com