RMD

Advyzon Investment Management (AIM) Launches Model Marketplace, 'Nucleus'

Retrieved on: 
Tuesday, March 14, 2023
Andreatta, Philosophy, TAMP, ESG, AIM, ETF, Conference, Sale, RMD, News, You, Spinal muscular atrophies, DCA, NOT, CRM, Benefit, Financial adviser, Cryptocurrency, Nucleus

CHICAGO, March 14, 2023 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, announced while at the T3 Technology Tools for Today conference being held in Tampa yesterday that they are launching their new model marketplace called Nucleus. Nucleus will be fully integrated into the comprehensive, award-winning Advyzon platform built on single source code.

Key Points: 
  • "We're extremely excited to announce the launch of Nucleus, something that has been in the works since we launched AIM in Spring 2022," said Lee Andreatta, CEO and co-founder of Advyzon Investment Management.
  • "Adding a model marketplace enhances AIM's TAMP offering and moves Advyzon closer than ever to offering a fully comprehensive solution for financial advisors and investment managers to run their firms."
  • To learn more about the Nucleus model marketplace by Advyzon Investment Management, please click here .
  • To learn more about Advyzon Investment Management, please click here .

ResMed Announces Participation in the Oppenheimer 33rd Annual Healthcare Conference

Retrieved on: 
Tuesday, March 7, 2023
Webcast, Conference, NYSE, RMD, SAN, ASX, ResMed, Airline, Broadcasting

SAN DIEGO, March 07, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced Rob Douglas, president and chief operating officer, will present at the Oppenheimer 33rd Annual Healthcare Conference on Monday, March 13, 2023, beginning at approximately 11:20 a.m. (Eastern Daylight Time) via webcast.

Key Points: 
  • SAN DIEGO, March 07, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced Rob Douglas, president and chief operating officer, will present at the Oppenheimer 33rd Annual Healthcare Conference on Monday, March 13, 2023, beginning at approximately 11:20 a.m. (Eastern Daylight Time) via webcast.
  • More information about this event, including access to the live, audio-only webcast, may be accessed by visiting https://investor.resmed.com .
  • The audio-only webcast replay will be available approximately 24 hours after the live webcast ends and will be accessible for the following ninety (90) days.

eMoney Advisor Releases New Tax Planning Features

Retrieved on: 
Wednesday, February 1, 2023
Tax bracket, Bracket, Reuters, Roth, Secure, RMD, IRA, Tax, Automation, Life insurance, Financial adviser

These new features – a Tax Bracket Report and Automated Bracket-Based Roth Conversion—are tools that can be leveraged in the Decision Center, eMoney's most widely used interactive cash flow-based planning experience.

Key Points: 
  • These new features – a Tax Bracket Report and Automated Bracket-Based Roth Conversion—are tools that can be leveraged in the Decision Center, eMoney's most widely used interactive cash flow-based planning experience.
  • The Tax Bracket Report provides advisors with the ability to demonstrate the impact of strategies like Roth conversions.
  • The report overlays a client's tax bracket floor with their annual income tax base and the taxable portion of any Roth conversion.
  • "These new capabilities easily enable advisors to have dynamic tax planning conversations with their clients, which are then brought to life in the Decision Center," said Josh Belfiore, advisory product manager at eMoney.

Kingsguard Capital Addresses New Changes to Taxes in Retirement for 2023

Retrieved on: 
Thursday, January 26, 2023
SECURE Act, GLEN, Startup company, Reuters, News, IRAS, Secure, Registered investment adviser, Satellite navigation, New Year, QCD, RMD, 457 plan, Tax, CRD, Life insurance, Financial adviser

GLEN ALLEN, Va., Jan. 26, 2023 /PRNewswire/ -- According to Jessica Cervinka, president of Kingsguard Capital, clients anticipating their taxes in 2023 may be in for some good news.

Key Points: 
  • GLEN ALLEN, Va., Jan. 26, 2023 /PRNewswire/ -- According to Jessica Cervinka, president of Kingsguard Capital, clients anticipating their taxes in 2023 may be in for some good news.
  • There are several changes to be aware of that could have a significant impact on retirement planning.
  • In 2023, the standard deduction for singles will be $13,850 and for married couples filing jointly, it will be $27,700.
  • Advisory services are offered through Kingsguard Capital LLC, a Registered Investment Adviser in the state of Virginia & Florida.

ResMed Appoints Michael Farrell as Chair of its Board of Directors Peter Farrell to Become Chair Emeritus

Retrieved on: 
Thursday, January 26, 2023
NYSE, ASX, SAN, ResMed, RMD, Management

SAN DIEGO, Jan. 26, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced ResMed’s board of directors has appointed chief executive officer Michael (“Mick”) Farrell as chair of the board, effective January 25, 2023.

Key Points: 
  • SAN DIEGO, Jan. 26, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced ResMed’s board of directors has appointed chief executive officer Michael (“Mick”) Farrell as chair of the board, effective January 25, 2023.
  • Mr. Farrell succeeds current chair Peter Farrell who will become chair emeritus and will remain an active board member.
  • Mick Farrell became ResMed’s CEO on March 1, 2013, and has served as a member of the company’s board of directors since assuming that role.
  • “I am honored to expand my role with ResMed as its next chair and to succeed my dad, Peter Farrell, whose vision, leadership, and guidance have helped ResMed become the largest outside-hospital, digital health company in the world,” said Mick Farrell.

CALIFORNIA EXPANSION: Citadel EHS Acquires RMD Environmental Solutions

Retrieved on: 
Thursday, January 12, 2023
Environmental science, Soil, Culture, Safety, ESOP, Health, Government, Engineering, Groundwater, International Association of Hydrogeologists, ESG, RMD, Environmental remediation, Citadel

GLENDALE, Calif. and WALNUT CREEK, Calif., Jan. 12, 2023 /PRNewswire/ -- Citadel EHS (Citadel), an environmental, health, safety, ESG and sustainability consulting company based in Southern California, announced today it is has acquired RMD Environmental Solutions, Inc. (RMD), a leading environmental consulting firm known for its expertise in the design and management of complex subsurface remediation projects.

Key Points: 
  • GLENDALE, Calif. and WALNUT CREEK, Calif., Jan. 12, 2023 /PRNewswire/ -- Citadel EHS (Citadel), an environmental, health, safety, ESG and sustainability consulting company based in Southern California, announced today it is has acquired RMD Environmental Solutions, Inc. (RMD), a leading environmental consulting firm known for its expertise in the design and management of complex subsurface remediation projects.
  • Founded in 2018, RMD is a San Francisco Bay Area-based environmental consulting company, with offices in Southern California and Sacramento, that brings practical solutions to complex subsurface site investigation and remediation projects.
  • RMD is a leader in the field of soil, soil vapor, groundwater, and vapor intrusion assessment and remediation.
  • RMD is staffed with experienced engineers, geologists, hydrogeologists, environmental toxicologists, and environmental scientists that bring extensive practical experience to creatively solve clients' most challenging environmental problems.

ResMed Announces Participation in the 41st Annual J.P. Morgan Healthcare Conference

Retrieved on: 
Monday, January 2, 2023
Conference, Westin St. Francis, NYSE, Pacific Standard, RMD, ResMed, SAN, ASX, Airline, Broadcasting

SAN DIEGO, Jan. 02, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced Mick Farrell, chief executive officer, will present at the 41st Annual J.P. Morgan Healthcare Conference on Monday, January 9, 2023, beginning at approximately 1:30 p.m. (Pacific Standard Time) at the Westin St. Francis in San Francisco, CA.

Key Points: 
  • SAN DIEGO, Jan. 02, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced Mick Farrell, chief executive officer, will present at the 41st Annual J.P. Morgan Healthcare Conference on Monday, January 9, 2023, beginning at approximately 1:30 p.m. (Pacific Standard Time) at the Westin St. Francis in San Francisco, CA.
  • More information about this event, including access to the live, audio-only webcast, may be accessed by visiting https://investor.resmed.com .
  • The audio-only webcast replay will be available approximately 24 hours after the live webcast ends and will be accessible for the following thirty (30) days.

RightCapital Adds SECURE Act 2.0 Updates to its Leading Financial Planning Software Platform for Financial Advisors

Retrieved on: 
Tuesday, January 3, 2023
CFP, EST, Finance, Real, Reuters, Roth, Approved, Free, IRA, Retirement, Insurance, Multimedia, QCD, Special adviser (UK), RMD, Michael Kitces, SIMPLE, Shareholder rights plan, Financial adviser, Risk management

SHELTON, Conn., Jan. 3, 2023 /PRNewswire/ -- RightCapital, the fastest-growing financial planning software* for financial advisors, released a software update today to incorporate key provisions in the SECURE 2.0 Act of 2022.

Key Points: 
  • Sign Up for RightCapital's Free CFP® CE-Approved SECURE 2.0 Webinar for Financial Advisors on Thursday, Jan 12, 2023 at 1 P.M. EST
    SHELTON, Conn., Jan. 3, 2023 /PRNewswire/ -- RightCapital , the fastest-growing financial planning software* for financial advisors, released a software update today to incorporate key provisions in the SECURE 2.0 Act of 2022.
  • Free Webinar for Financial Advisors: Financial Planning with SECURE Act 2.0 (Approved for 1 CFP CE Credit)
    RightCapital will be hosting a free webinar on Thursday, Jan. 12, 2023, at 1 p.m. EST to help financial advisors leverage new planning opportunities introduced by SECURE 2.0.
  • RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success.
  • Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors*.

8 Ways the SECURE 2.0 Act of 2022 Enhances Retirement Security

Retrieved on: 
Wednesday, December 28, 2022
ERISA, Longevity, PEP, Marital status, Education, Employment, The Harris Poll, Retirement, Millennials, Reuters, Transamerica Corporation, Social Security (United States), Hardship, National Fire Savers Credit Union, Growth, COVID-19, Life, IRA, Health and Retirement Study, Generation Z, IRS, Failure, Credit, Generation, Government, MEP, RMD, Saver, Pandemic, Census, Transamerica, Investment, Research, Ageing, D&B, Social, Financial adviser, Health insurance, Pension fund

LOS ANGELES, Dec. 28, 2022 /PRNewswire/ -- The SECURE 2.0 Act of 2022, a result of extensive bipartisan collaboration, represents a major milestone in enhancing retirement security. "The passage of SECURE 2.0 will help millions of Americans save and prepare for a financially secure retirement. The bipartisan legislation includes a new government matching contribution for retirement savers, expands access to workplace retirement plans, and provides new ways to facilitate and protect retirement savings," said Catherine Collinson, CEO and president of nonprofit Transamerica Institute and Transamerica Center for Retirement Studies® (TCRS).

Key Points: 
  • LOS ANGELES, Dec. 28, 2022 /PRNewswire/ -- The SECURE 2.0 Act of 2022, a result of extensive bipartisan collaboration, represents a major milestone in enhancing retirement security.
  • "The passage of SECURE 2.0 will help millions of Americans save and prepare for a financially secure retirement.
  • Beginning in 2025, SECURE 2.0 creates more stringent requirements for employers to extend retirement plan eligibility to their long-term part-time employees.
  • TCRS is dedicated to educating the public on trends, issues, and opportunities related to saving and planning for retirement and achieving financial security in retirement.

Paychex Reveals Top Regulatory Issues for Businesses in 2023

Retrieved on: 
Thursday, December 15, 2022
Scientific Research and Experimental Development Tax Credit Program, Research and Development Tax Credit, Paycheck Protection Program, Fair Labor Standards Act of 1938, Small business, Research, PAYX, Privacy, FLSA, 2020 United States federal budget, Collection, Small Business Administration, RMD, COVID-19, Growth, Inflation, Paychex, PPP, Legislation, HR, Risk, Insurance, Health insurance

The company's list, compiled annually, outlines the most prominent compliance-related topics employers will need to contend with in 2023 and explores the legislative and regulatory context surrounding these issues.

Key Points: 
  • The company's list, compiled annually, outlines the most prominent compliance-related topics employers will need to contend with in 2023 and explores the legislative and regulatory context surrounding these issues.
  • With more legislative shifts on the horizon, Paychex will continue to support America's businesses, helping them navigate the compliance landscape and remain successful."
  • For a full list, visit this top regulatory issues of 2023 article .
  • Paychex, Inc. (Nasdaq: PAYX) is a leading provider of integrated human capital management solutions for human resources, payroll, benefits, and insurance services.