Custodia Bank Loses Lawsuit Challenging Fed Rejection of Master Account Application
"Thus, unless Federal Reserve Banks possess discretion to deny or reject a master account application, state chartering laws would be the only layer...
Happy Easter from Financial Planning Today
A very Happy Easter to all of our readers, advertisers and...
What Are Estimated Taxes? How Do They Work? What Should You Do About Them?
A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes...
#FA Success Ep 378: Scaling Growth At 1/4th The Cost Of M&A By Wading Through The “No’s” Of SmartAsset Leads, With Michael Collins
Welcome back to the 378th episode of the Financial Advisor Success Podcast!
My guest on today's podcast is Michael Collins. Michael is the CEO...
Weekend Reading For Financial Planners (March 30-31)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey...
Why Guyton-Klinger Guardrails Are Too Risky For Most Retirees (And How Risk-Based Guardrails Can Help)
One way financial advisors can add value for retiring clients is to estimate how much they can spend sustainably during their retirement years...
