11 Senators Unite on Resolution to Protect Retirement Tax Incentives
With fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.
A CFP’s Mission: Educate and Empower Clients
Growing up with five rambunctious older brothers and five frisky sisters is good enough reason why Cheryl Young excels at martial arts.
5 Unusual International Investing Tips From Thornburg
Thornburg Investment Management is building a reputation for itself as an international stock picker thanks to its portfolio managers' thoughtful—and unusual—views.
Young Advisor Reveals ‘Huge Opportunity’ to Grab Profitable Books of Business
"Fewer people are entering the business while more people are exiting due to age and retirement," says John Arnold of AXA Advisors, explaining his strategy.
BDs Beware: Social Media Privacy Laws May Conflict With FINRA Rules
“Legislation that limits access to social media information may pose significant challenges for a large number of broker-dealers,” lawyers from Sutherland Asbill & Brennan wrote in a Law360 article.
Earth, Water and Fire
The search for natural gas and oil found through the process known as hydraulic fracturing, or fracking, is fraught with controversy.
Medicare, Taxes, Retirement Are Targets in Hearing
Among the proposals was one to change the tax treatment of retirement plans.
IRS Guides Foundations in Making Investments
The Treasury is giving private foundations that use program-related investments in the form of loans or capital investments a helping hand in deciding whether their investments qualify for beneficial tax treatment.
How Long Can Advisors Avoid Public Disclosure of Their Conflicts of Interest?
A ProPublica investigation has revealed the scope of payments to doctors by pharmaceutical companies. Will advisors be next in line for public scrutiny of their finances?
10 Best Tax States for Small Business
Looking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.