Tax Working Groups Submit Reports to Senate Finance
The Senate Finance Committee's five bipartisan tax writing working groups submitted their reports Wednesday to the committee’s leaders on ways to reform the tax code.
Baird Nabs $1B Ex-Wells Fargo Group
Six advisors come on board in Wichita, Kansas, with nearly $5.5 million in yearly fees and commissions.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.
8 Ways to Build Extreme Client Loyalty
These steps, large and small, will sustain long-lasting client relationships.
Senate Finance Passes 529 Reform Bill
The bipartisan bill modernizes the treatment of 529 plans in three ways.
Top 15 Most Expensive States for Long-Term Care: 2015
Paying for health care is a top boomer retirement worry — and in these states, it’s easy to see why.
Enforcement Roundup: Defense Contractor Fined for ‘World Tour’ of Bribery
Meanwhile, FINRA fined Newbridge Securities Corp. for buying and selling corporate bonds at unfair prices.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
IRS, Treasury Pave Way for Easier 401(k) Auto-Enrollment
The Treasury and IRS have issued guidance intended to facilitate automatic enrollment and contribution increases in 401(k) and similar retirement savings plans.
Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.