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California’s Expanded Non-Compete Ban Has National Reach

Firms in and out of state can no longer enter into or enforce non-compete agreements with California employees.

15 Tips To Help Your Clients Save Money

Many wealth people are quite good at watching their spending and looking for bargains. (By Bryce Sanders)

Disclaimer

Kimberly Foss is a CERTIFIED FINANCIAL PLANNER™ professional at Mercer Advisors practicing in the Sacramento Valley area. The opinions expressed by the author are...

Latest News

More Retirees are ‘Unretiring,’ Survey Reveals

Advisors say near-retirees and retirees are much less prepared for retirement than they think they are, according to Allspring.

Advisors Dabbling in DC Market Seek Greater Support: Cerulli

Providing them with tools, education and guidance would help them grow their retirement-plan businesses, says Cerulli Associates.

Executives Traveling on Corporate Jets Face IRS Scrutiny

Do you have executive clients who might be using a corporate jet for personal use? Tell them the IRS has announced a crackdown.

U.S. Solo Renters Age 50+ Way Up

The number living alone rose by more than half a million, but there’s been a growing trend of older people living with roommates.

SEC Settles Charges Against Former Advisor

The former advisor, Andrew Komarow, was known in the industry for working with special needs families and neurodivergent clients.

SEC Fines TIAA Unit $2.2M for Violating Reg BI

The SEC said a TIAA broker-dealer charged some retail customers too much to invest in mutual-fund choices in an IRA.

Even Millionaires Flunk Retirement 101: Study

The American College of Financial Services plans to use its new research to help advisors improve client conversations.