Trump’s Plan Aims to Repeal Estate Tax, AMT
Trump needs to iron out some details of his tax plan with House GOP’s plan; with size being the obvious difference, says Tax Foundation.
Trump’s Victory Will Reshape Financial Rules, Supreme Court
Trump’s victory could be a gift to banks that loathed a continuation of the Obama administration’s regulatory and enforcement policies
Mexican ‘Trump ETF’ Sends Positive Signal for Clinton
The largest, U.S.-listed, Mexican exchange-traded fund is witnessing record inflows.
15 U.S. Companies With Highest Tax Rates: 2016
The average overall tax rate that S&P 100 companies pay is around 28%, but many pay at higher rates
The 5 ‘Mega Trends’ Remaking Wealth Management
Laser App published the first in a series of white papers detailing the trends and the effect they’ll have on the wealth management industry.
The State of Retirement for Small Business Owners: Not Good, Says BMO
Three-quarters of small business owners have less than $100,000 saved for retirement, a survey by BMO Wealth Management found.
16 Best & Worst 529 College Savings Plans of 2016: Morningstar
Of the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
Pensions, Endowments Reap Best Quarterly Returns Since 2014
Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
Top 15 Charities for 2015 Fundraising
Private support for Philanthropy 400 organizations increased by 7% over 2014.
Harvard Raises Record $1.2B, but Slow Returns Crimp Budget
Fundraising total is second-largest ever in higher education; “more restraint on spending will be called for,” school says.