Taxpayer Advocate Urges IRS to Ease FATCA Rules for Americans Abroad
The IRS' Taxpayer Advocate says some Treasury and IRS reporting requirements should be merged for Americans living overseas with legitimate local bank accounts.
Female FAs Tired of Playing Musical Chairs: Ann Hughes
Recruiting existing female advisors is simply a game of musical chairs. Ann Hughes, consultant-with-a-mission, says it's time for a new game.
New Hire Roundup: American College Names Johnson President and CEO
In another personnel move, Advisor Software has hired Charles Brown as vice president of business strategy.
Top Portfolio Products: Incapital Launches Farmer Mac Notes Program
Meanwhile, a new partnership between PwC and Salesforce.com allows wealth managers to use the cloud for numerous functions.
Top 10 Global Cities Creating U.S. Jobs
A recent Brookings report determined the top 10 global city-regions making direct investments, and employing workers, in the United States.
Prudential Retirement Names Reddy Head of Investment
In this newly created role, Srinivas Reddy will be responsible for all aspects of the investment and retirement income businesses.
Target-Date Funds: Winners & Losers of 2013
Morningstar research points to the types of funds and fund families that beat the pack.
Envestnet’s Strategy Opens Window Into Future of Independent Advice
A discussion with Bill Crager and Stuart DePina of Envestnet shows where independent advisors are going and who their partners will be.
Should Americans Fear Confiscation of Their Retirement Wealth?
Imagine if your clients woke up one morning to find half of their retirement funds gone.
New Hire Roundup: U.S. Bank Wealth Management Welcomes Mook
This week in new hires, David Mook joined U.S. Bank Wealth Management, and Sterne Agee welcomed Robert Mohs to its Chicago office.