Senate ACA Replacers May Tap Medicare Surtax and Net Investment Tax
Fully repealing both taxes could cost the U.S. government $275 billion in revenue over 10 years, according to CBO analysts.
David Gergen Handicaps the Republican Agenda
The former presidential advisor says passage of a health care bill will clear the way for smaller than expected tax cuts and deregulation.
How Doctors, Lawyers Are Different From Other Wealthy Clients
Doctors, lawyers, accountants and other professionals have a unique approach to investing, according to a new study by Spectrem.
Envestnet Announces Its First Essential Advisor Awards
The awards coincide with the launch of its Essential Advisor Certification program.
How to Discuss Impact Investing With Your Clients
It's a conversation most women and millennials want to have — and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
Don’t Settle for Less: Key Steps to Maximize HSA Growth Potential
When it comes to managing an HSA, the investment advantages can be stretched much further than the triple tax savings already offered.
Focus Financial Adds $2B RIA in Silicon Valley
Bordeaux Wealth Advisors comes on board to boost its growth in the West in partnership with the RIA rollup firm.
How Advisors Can Help Clients Age in Place
As clients age, staying in their homes may require significant upgrades.
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.