President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022.
Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 SECURE Act has key implications for retirement plans and outcomes.
Here’s a summary of 15 important SECURE 2.0 Act changes that you should know.
Get to know the Quinci™ powered by SIMON wealth management platform. Quinci is the wealth management industry’s first fully end-to-end digital sales platform that provides everything today’s financial professional needs to run…
Many digital wealth management platforms exist for financial professionals in today’s fintech landscape. The problem is, most options only aim to solve a single problem, or perhaps a few problems. Some focus…