Obtain and Maintain Your PTIN

As most tax preparers know these days, it’s important to be considered a competent tax return preparer. Registering for and obtaining a PTIN number helps clients select your tax return …

Top Ten Employer Firms

Financial services encompass many different kinds of businesses. Finance, of course, defines a broad array of businesses. Services means that the focus of these companies remains on clients and customers. …

Financial Advisors and Alternative Assets

Concerns about interest rates, inflation, and general uncertainty about securities markets’ direction prompt some investors to purchase hard assets. For the first time since the late 1970s, twin concerns of …

Series 66: What you need to know

The North American Securities Administrators Association (NASAA)The Uniform Combined State Law Exam, also known as the Series 66, is an exam that essentially combines the Series 65 and Series 63 …

Straight Talk From a Top Financial Planner

1. What is the process to become a Certified Financial Planner? Paul: Having a desire. The specific requirements are available at www.CFP.net. Requirements include a college BA degree, 8-10 course …