IRS Issues FAQs on Student Loan Repayment Matching in Retirement Plans

Published on August 27, 2024

The Secure 2.0 Act permits employers to match student loan repayments through retirement plan contributions.

       
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IEQ snaps up EPIQ to create $32B family office powerhouse

August 27, 2024
Two leading investment advisory firms are joining forces in a strategic deal to create a new powerhouse firm that caters to some of the most affluent individuals and families in the country.Top-ranked RIA IEQ Capital has announced its acquisition of EPIQ Capital Group in a deal that will combine the firms into a $32 billion investment advisor and multi-family office.Bringing together IEQ’s $26.5 b

What services do investors value most from advisors?

August 27, 2024
While every client may need different types of services and guidance based on their specific situation and individual preferences, a new report from Morningstar offers a useful guide on what advisors need to do to deliver the most value to investors.Drawing from multiple studies that Morningstar has done over the years, the report noted that when asked to rank some common advisor attributes, inves