Financial Planning1h
Tech Spotlight: GReminders on streamlining and shrinking the tech stack
End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and ...
Financial Planning1h
How the election — and Senate procedure — will decide tax policies
The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation ...
Financial Planning1h
New CFP Board ads incite fierce backlash from advisors
A series of CFP Board ads promoting the financial advisor profession to students received swift backlash from those in the ...
Financial Planning3h
Stifel to fight $14.3M award over broker's structured note recommendations
The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022 ...