Whether former President Bush realized it or not, he helped out gay and lesbian boomers nearing retirement when he passed the Worker, Retiree and Employer Recovery Act of 2008 in late December. The Human Rights Campaign hailed the legislation, which requires all employers to allow employees to roll their retirement plans over to non-spouse partners.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
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Download our latest white paper and tax planning guide. We talk about the building blocks of a comprehensive tax management strategy and the future of...
Read our outlook to help find opportunities amid uncertainty in 2017. Our market strategists offer views on the economy and the stock and bond markets....
Jan 31, 2017
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the...
Dec 13, 2016
Join this complimentary webcast that will provide a deeper appreciation for these client segments and their needs, and show how advisors can offer protection and...
Dec 08, 2016
Join this complimentary webcast to hear best practices and next steps for operating effectively in the face of fiduciary regulations.