From WealthManagement.com
Added on September 2018 in Form an RIA
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Summary: The North American Securities Administrators Association has put out a request for comment on a new rule proposal that would impose stricter cybersecurity requirements on state-registered investment advisors.
From WealthManagement.com
Added on September 2018 in Form an RIA
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Summary: RIA Economic Evaluator–the first tool to integrate FA Insight benchmarking–helps advisors determine how much revenue they might be missing out on.
From Financial Planning
Added on September 2018 in Form an RIA
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Summary: The more successful your clients, the more they need complex tax considerations incorporated into their overall financial plans. Whether you’re timing charitable contributions, harvesting tax losses, preventing a bump to a higher tax bracket or planning a 199A deduction for flow-through entities, a fluent understanding of a plan’s tax ramifications adds tremendous value to a financial planning relationship.
From WealthManagement.com
Added on August 2018 in Form an RIA
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Summary: Welcome, everyone. Welcome to the 87th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is René Nourse. René is the founder of Urban Wealth Management, an independent RIA in the Los Angeles area that manages nearly $120 million of assets under management for more than 200 clients, with a team of 6.
From WealthManagement.com
Added on August 2018 in Form an RIA
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Summary: Earlier this summer, the Fifth Circuit Court of Appeals revoked the U.S. Department of Labor fiduciary rule, which required that financial advisors and brokers act in the best interest of their clients when overseeing retirement accounts.
