FPA Successfully Lobbies Kentucky Legislature to Protect Members from Taxation on Personal Financial Planning, Personal Investment Management Services

DENVER, April 14, 2022 /PRNewswire/ — The Financial Organizing Association® (FPA®), the top membership corporation for Qualified Economical Planner™ industry experts, sent a conversation to all members right now to…

Future Returns: A Wealth Management Take on Biden’s ‘Billionaire Tax’

People are curiously observing the Biden administration’s billionaire minimal profits tax to see if it can resolve the issues it guarantees to—from tax equity, to beating the objections its predecessors…

FlipGive launches the only end-to-end fundraising and financial management platform, specifically designed for youth sports teams

TORONTO, April 11, 2022 /PRNewswire/ – FlipGive today announces the start of the top, all-in-a single system for workforce fundraising, budgeting and finances. This carries on the company’s mission to make…

Myers touts financial, management expertise in run for assessor | Thestar

AUBURN — Troy Myers believes he has the expertise and capabilities to be certain the assessor’s office environment has correct data to evaluate homes in DeKalb County. Myers is looking…

M&A Observers See Risks in CI’s U.S. Wealth Spinoff

CI Monetary, the Canadian-centered asset management organization that has been aggressively purchasing registered financial commitment advisors in the United States, claimed Thursday it will offer up to 20{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} of its…

CI Financial Plans IPO for U.S. Wealth Management Business

Canadian financial-companies organization CI Monetary has been snapping up U.S. investment advisory firms at a quickly clip due to the fact moving into the sector in 2020, earning it a…