ABA asks IRS to delay new reporting requirement
ABA submitted a comment letter to the IRS requesting that the agency delay by 12 months the effective date of...
Wealth Management
Survey: Investors don’t feel prepared for generational wealth transfer
Nearly two-thirds of survey respondents perceive preparedness for estate transitions to the next generation as very important, while only 28%...
Report: Total health savings account assets grew in 2024
HSA assets reached nearly $147 billion across more than 39 million accounts, reflecting a year-over-year increase of 19% for assets...
How banks can appeal to the Zoomer generation
A new generation is emerging into the economy and financial universe.
Survey: Wealth management execs expect revenue growth, cautious about tech spending
Wealth management executives are concerned about cybersecurity and regulatory compliance, implementing the right technology and ensuring AI readiness.
Classic podcast: How having joint accounts improves couples’ relationships
A recent article in the New York Times called "Love and Money: Why Sharing Accounts Is Good for Your Relationship"...
Riding the wealth transfer wave
Successfully preparing investors for a record-breaking movement of inherited assets across multiple generations requires advisers to embrace new skills
Annual SEC report to Congress details increased efforts in fraud surveillance and prevention
The report cited FTC figures detailing a 21% increase from 2022 to 2023 in consumer investment scams and losses of...
Thoughtful planning for the holiday giving rush
How to help clients maximize their year-end charitable giving with donor-advised funds.
EverBank launches specialty deposit division
Services include advanced tools for escrow and title transactions, secure solutions for 1031 Exchange accounts and fund management for property...
