New Hires Roundup: New York Life Realigns Retirement Services; Great-West Promotion
This week in new hires, New York Life realigned its practice groups and named new team leaders, and also named Sue Ericksen as CIO; Sen. Max Baucus praised Senate approval of three tax court nominees for second terms.
David Gergen, Political Analyst, Is Somber Yet Hopeful About State of Country
At NAPFA Salt Lake City, Washington insider explains how macro events will affect advisors and clients.
Tax Reform Panel Tells Senate to Eliminate AMT
The Senate Finance Committee hears expert opinions on individual and corporate tax reform.
Tax Reform Panel Says Eliminate the AMT
Senate Finance Committee hears expert opinions on individual and corporate tax reform.
Obama's State of the Union: the Fighter Still Remains
Obama's triangulation is all Clinton; his “big things” comment all JFK; two politicians far different from the current occupier of the oval office.
Five Crucial Tax Issues for Wealthy in Deficit Reduction Plan
How the commission's plan for taxes impacts high-net-worth investors.
Ken Fisher Sees Stocks, Corporates Up in Post-Election Rally: Exclusive Interview
Ken Fisher says that America's 'predictable election cycle' is a driver of returns, on average up '17.5 % in the 12-months after' midterm elections.
Election 2010: The Tax Impact
As the results of the 2010 election are assessed, wealth managers are looking ahead to what the lame-duck Congress may do before year-end to settle several tax issues that are up in the air.
Fireproof Your Practice
Every advisor I know has at least one good story about firing a client. We all know the client in these stories... He has millions...
High Hopes and Altered Genes
Biotech has long been a high-risk, high-reward industry. It is an industry in which numerous firms, including many small-caps and start-ups, intensively research possible...