Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients
The 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
Why Not Just Fall Off the Fiscal Cliff?
Contrarians and some politicos on both the left and the right have started to ask the forbidden question: Why not just fall off the fiscal cliff?
DC Plans Should Adopt DB Strategies for Success: Northern Trust
Northern Trust looked to defined benefit plans for strategies to improve defined contribution plan outcomes in the third installment of its Path Forward series of DC plan research studies.
Inflation Boogeyman Will Strike Suddenly—Be Prepared: Merk, Goolgasian
Someday, in the possibly near future, you will suddenly be paying $10 for a gallon of milk and wondering how it happened so fast.
Currency Manager Axel Merk Talks Money as Inflation Hedge
“It’s still an asset class investors are not sufficiently looking at,” says Merk, president and CIO of Merck Investments.
Top Portfolio Products: LPL Adds New Offerings to Wealth Platform
MFS rolls out equity income fund and more product-related developments.
New Hire Roundup: Mehra Goes to Salient; New CFA Institute Head
This week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.
Northern Trust Swoops Into ETFs
When you think of Northern Trust, you probably don’t think of ETFs, but that’s about to change. ETF group head Shundrawn Thomas talked to AdvisorOne about how taking on the big guys isn't as hard as one might think.
NAPFA Goes to Chicago for Biggest-Ever Annual Conference
NAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.
New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO
This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.