Author: elghoulam

[ad_1] As mutual fund investors brace for year-end distributions, experts have tips to lessen the tax burden in future years. Investors should consider built-in gains before selling mutual funds, but past reinvestments may have added to the cost basis. You may also consider diverting payouts to ETFs, rather than reinvesting distributions into the same mutual… Continue reading How to save on future taxes for mutual fund capital gains distributions

[ad_1] The Labor Department’s new potential “retirement security rule” carries significant changes to existing guidelines known as prohibited transaction exemptions for fiduciary investment advice. While the main part of the rulemaking package would alter the definition of “fiduciary” under the Employee Retirement Income Security Act, three other potential amendments included in the proposal would enforce… Continue reading Potential PTE changes under DOL retirement security rule

[ad_1] HANGZHOU, China, Nov. 23, 2023 /PRNewswire/ — BEST Inc. (NYSE: BEST) (“BEST” or the “Company”), a leading integrated smart supply chain solutions and logistics services provider in China and Southeast Asia, today announced that the independent special committee (the “Special Committee”) of the Company’s board of directors (the “Board”), formed to evaluate and consider… Continue reading BEST Inc. Announces Appointment of Financial Advisor and Legal Counsel to the Special Committee

[ad_1] Finding a trustworthy investment advisor is akin to dating. It requires time, effort and a lot of discernment. After all, developing a relationship with an investment advisor who knows your investment needs and financial goals is allowing someone a peek into an intimate part of your life. And when you choose one, this person… Continue reading What is an investment advisor and what do they do?

[ad_1] Stock Bridge Capitals North Ferriby, UK, Nov. 22, 2023 (GLOBE NEWSWIRE) — Stock Bridge Capitals, an international multifunctional financial company, is making waves in the investment landscape with its dynamic approach to trading on stocks, financial markets, and cryptocurrency exchanges. The firm, comprised of highly experienced traders, is dedicated to generating profits for its… Continue reading Empowering Investors Worldwide with Innovative Financial Solutions

[ad_1] Continuous learning: Just as Jedi training is ongoing, encourage AI to learn from its past outputs and user feedback. Adjust your prompts based on its evolving capabilities. Human oversight: While AI is a valuable tool, it still needs a watchful eye to ensure quality. Review and fine-tune AI-generated content, ensuring it meets your standards… Continue reading What ‘Star Wars’ Teaches Financial Advisors About AI Content Generation

[ad_1] Financial services group AMP (ASX: AMP) has agreed to pay $100 million to settle a class action brought by financial advisers who had their exit payments dramatically cut by the company in 2019. The payout follows a Federal Court ruling in July that found in favour of the financial advisers, including lead applicant Equity… Continue reading AMP agrees to pay $100m to settle advisers’ class action

[ad_1] By Margie BarrieNovember 22, 2023 at 04:20 PM A related question: Does it make sense for clients to commit to paying extra taxes? Question 1: From a financial planning perspective, which is the better option: Buying a long-term care policy or self-funding that expense? Question 2: When you gave that answer, did you consider… Continue reading Does It Make Sense to Self-Fund Long-Term Care Expense?