Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAs

Published on November 27, 2024

Paul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."

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The Big Four Recession Indicators: Real Personal Income Up 0.6% in October

November 27, 2024
Personal income (excluding transfer receipts) rose 0.6% in October and is up 4.7% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.3% month-over-month and up 2.3% year-over-year.

Are Small-Business Clients Ready for This Looming Deadline?

November 27, 2024
Treasury's BOI reporting deadline is coming up, and penalties for violation are steep.