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The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate. [ABSTRACT FROM AUTHOR]

New entrants to the profession face more decisions more often than ever in building their accounting careers. Expert weigh in with their best career advice. [ABSTRACT FROM AUTHOR]

New entrants to the profession face more decisions more often than ever in building their accounting careers. Expert weigh in with their best career advice. [ABSTRACT FROM AUTHOR]

New entrants to the profession face more decisions more often than ever in building their accounting careers. Expert weigh in with their best career advice. [ABSTRACT FROM AUTHOR]

Hyper-intelligent tech can do more than just summarize and take notes, an expert argues. [ABSTRACT FROM AUTHOR]

New entrants to the profession face more decisions more often than ever in building their accounting careers. Expert weigh in with their best career advice. [ABSTRACT FROM AUTHOR]

The Chief of Staff Network was created for executives who find themselves in need of professional development and career advice. [ABSTRACT FROM AUTHOR]

The winners of EBN's Excellence in Benefits awards and the Best HR Teams share their challenges, successes, advice and more. [ABSTRACT FROM AUTHOR]

The article discusses the evolution of the CPA profession and the role of the "trusted advisor" in providing value-added services to clients. The author, a seasoned CPA, reflects on the changing dynamics in the industry, with a shift towards transactional relationships due to a shortage of CPAs and the preference of millennials for traditional jobs. The author believes that while transactional CPA firms are necessary, there is still a place for the trusted advisor, although it may become a boutique and luxury service in the future. The author suggests that these services should be priced and valued accordingly. [Extracted from the article]

Peter Freska, a partner at fintech and insurance firm Acrisure, explains the importance of establishing long-term benefits goals, and how teaming up with an adviser can help. [ABSTRACT FROM AUTHOR]

The advice will help in determining the appropriate situations to use the standard. [ABSTRACT FROM AUTHOR]

This expert, actionable advice can help employers rejuvenate, not dismiss, talent. [ABSTRACT FROM AUTHOR]

Stanley Goldstein's suggestions offer advice for building a successful career. [ABSTRACT FROM AUTHOR]

From medical advice to emotional support, experts help guide members through all areas of cancer treatment. [ABSTRACT FROM AUTHOR]

With so many options on the table, firms need advice on what to do if they want to remain independent. [ABSTRACT FROM AUTHOR]

A recent survey from Intoo found that 54% of employees feel unsupported by their managers when it comes to career development. As a result, many Gen Z employees are turning to AI programs like ChatGPT for career advice. However, 62% of Gen Z still want to discuss their careers with their managers, but feel that their managers are too busy. This lack of support is causing 44% of Gen Z to consider looking for work elsewhere. The article suggests that employers should provide a more tailored approach to career guidance and invest in coaching and mentorship to address this issue. [Extracted from the article]

Its backers should file a lawsuit based on the "very flimsy" exemption for prohibited transactions enabling annuity sales under current rules, an expert says. [ABSTRACT FROM AUTHOR]

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools. [ABSTRACT FROM AUTHOR]

Adjusted operating net revenues within the Minneapolis-based firm's advice and wealth management segment grew 14% to $2.7 billion in the third quarter compared to a year ago. [ABSTRACT FROM AUTHOR]

Adjusted operating net revenues within the Minneapolis-based firm's advice and wealth management segment grew 14% to $2.7 billion in the third quarter compared to a year ago. [ABSTRACT FROM AUTHOR]

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate. [ABSTRACT FROM AUTHOR]

Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management. [ABSTRACT FROM AUTHOR]

Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management. [ABSTRACT FROM AUTHOR]

Experts at Citi, Morgan Stanley and the London Stock Exchange have written a governance framework banks can use to mitigate the risks of generative AI. [ABSTRACT FROM AUTHOR]

Gen AI capabilities expected to change the mix of sources for trusted financial advice [ABSTRACT FROM AUTHOR]

The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report. [ABSTRACT FROM AUTHOR]

Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete. [ABSTRACT FROM AUTHOR]

Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete. [ABSTRACT FROM AUTHOR]

A new survey from career development platform Intoo reveals how the youngest generation feels about current L&D programs. [ABSTRACT FROM AUTHOR]

With so many options on the table, firms need advice on what to do if they want to remain independent. [ABSTRACT FROM AUTHOR]

Here's a look back at some of the best pieces of advice from this past year. [ABSTRACT FROM AUTHOR]

The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today." [ABSTRACT FROM AUTHOR]

Firms like Morningstar and Savvy Wealth share their experiences in building guardrails around AI tools to prevent them from giving risky advice or creating regulatory concerns. [ABSTRACT FROM AUTHOR]

Generation Z is hungry for authentic financial advice to guide them into the future, but planners must first form a 3D view of the challenges the cohort faces. [ABSTRACT FROM AUTHOR]

Decisions granting a stay during industry lawsuits challenging the regulation point to a high bar of judicial scrutiny. [ABSTRACT FROM AUTHOR]

Opponents of the new regulation won a legal victory in a ruling that places it in a stay during their lawsuit challenging the legality of the changes to ERISA. [ABSTRACT FROM AUTHOR]

This year's election and a potential replacement doctrine with unclear boundaries could ultimately determine the fate of Labor's retirement advice rule. [ABSTRACT FROM AUTHOR]

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools. [ABSTRACT FROM AUTHOR]

Whether they were members of the military, teachers, civil engineers, broadcasters, human resources directors or something else, they all share a desire to examine what profession truly fulfills them and take the often arduous path of reinvention. [ABSTRACT FROM AUTHOR]

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools. [ABSTRACT FROM AUTHOR]

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off." [ABSTRACT FROM AUTHOR]

Study hard, work hard and you'll achieve success. We've all heard the advice but few find that a successful career in finance is that easy. So what are we missing? [ABSTRACT FROM AUTHOR]

Disability rights advocate and nurse Andrea Dalzell shares advice on how to be more inclusive of those with disabilities. [ABSTRACT FROM AUTHOR]

The program gives student members access to real-world career stories, expert advice, and information from accounting professionals on a range of subjects. [ABSTRACT FROM AUTHOR]

Rachel Druckenmiller, workplace expert and keynote speaker at EBN's Benefits at Work conference, shares advice on "igniting intentional leadership." [ABSTRACT FROM AUTHOR]

Effective coaches understand that the same message, delivered at different points in an employee's career, can resonate in new ways as they gain insight and experience. [ABSTRACT FROM AUTHOR]

When bad advice scuttled his parents' retirement, Aaron Cirksena embarked on a mission to provide sound financial planning to as many people as possible. [ABSTRACT FROM AUTHOR]

At least 17 Republicans and one Democrat, Sen. Joe Manchin of West Virginia, have signed onto a joint resolution under the Congressional Review Act. [ABSTRACT FROM AUTHOR]

At least 17 Republicans and one Democrat, Sen. Joe Manchin of West Virginia, have signed onto a joint resolution under the Congressional Review Act. [ABSTRACT FROM AUTHOR]

As it and other critics pursue a coordinated legal strategy, a trade group for independent insurance agents requested an injunction to put the regulation on hold. [ABSTRACT FROM AUTHOR]