Finance News
Using a Form 409A Valuation Report for a Gift or Estate Tax Filing
It may cause trouble down the line If your client is audited.
By NB
Mar 28, 2024
Morgan Stanley Seeks Restraining Order Against Former Advisor
The wirehouse claims that Zak Gardezy resigned from the firm and began soliciting former clients originally referred from Morgan Stanley’s E*Trade division.
By NB
Mar 28, 2024
Focused on the Future: Anna N'Jie Konte on AI, BeFi and Reframing the Money Discussion
Re-Envision Wealth Anna N’Jie Konte details the importance of speaking on a "human" level to clients.
By NB
Mar 28, 2024
Client Cash: Mapping an Underexplored Opportunity
Ninety-two percent of advisors report that their clients have expressed interest in HYSAs.
By NB
Mar 27, 2024