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Financial Insititutions Section

Learn about financial planning tools, updates and issues to consider when counseling clients. Follow the latest news on retirement planning, trusts, 401(k)s, and estate planning.

Latest News:

Feb 12, 2019

Financial planning news from around the web: Feb. 11 – 15, 2019

In case you missed them, here are some recent interesting financial planning news items from around the web, including financial planning tips for pet owners, how to use a prenup as a financial planning tool and an update on sexual harassment in the financial advice industry.
Jan 30, 2019

401(k) plans boost company match due to tax reform, labor market

Thanks to tax savings that businesses have realized as a result of tax reform and the competitive labor market, employers are increasing the amount of money they give employees in the form of a 401(k) match, according to retirement plan advisers and consultants.
Jan 30, 2019

FINRA launches new initiative for member firms to self-report 529 savings plan violations

FINRA has announced via Regulatory Notice 19-04 a self-reporting initiative to promptly compensate harmed investors and promote firms’ compliance with the rules governing the recommendation of 529 savings plans.
Jan 30, 2019

Financial planning news from around the web: Jan. 28 – Feb. 1, 2019

In case you missed them, here are some recent interesting financial planning news items from around the web, including a crucial part of estate planning and how investors can best use a 529 plan.
Jan 16, 2019

10 financial planning tips for clients to start 2019 off right: AICPA

To help clients position themselves for the year ahead, members of the American Institute of CPAs (AICPA) that have also earned financial planning credentials shared planning tips to help Americans improve their financial situation.

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Financial Insititutions Section

Latest News:

Financial planning news from around the web: Feb. 11 – 15, 2019

401(k) plans boost company match due to tax reform, labor market

FINRA launches new initiative for member firms to self-report 529 savings plan violations

Financial planning news from around the web: Jan. 28 – Feb. 1, 2019

10 financial planning tips for clients to start 2019 off right: AICPA

Call to join!

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