REITs: Building Attractive Growth
We see a lot to like here, and while we say that about several of the agency REITs, Capstead Mortgage (CMO) has moved a bit higher on our near-term favorites list.
Bachus, McCarthy Introduce SRO Redraft
House Financial Services Chairman Spencer Bachus reintroduced on Wednesday his draft bill calling for an SRO for advisors—one week after industry sources told AdvisorOne that an SRO bill was imminent.
Post-Election Estate Tax Fix?
Tax issues will figure prominently in the goings-on in Washington this presidential election year, with the consensus among tax specialists being that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
Senate Bill Threatens Life of Stretch IRAs
Industry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.
Estate Tax Limbo Likely to End This Year
The consensus among tax specialists is that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
Fiduciary Duty Rule: A Status Report One Year Later
January 21 marks the one-year anniversary of the SEC handing over to Congress its report under Section 913 of Dodd-Frank recommending that brokers adhere to a fiduciary duty.
DOL to Repropose Fiduciary Rule
Bowing to pressure from members of Congress, industry groups, and the public, the Department of Labor’s EBSA said on Monday that it would repropose its controversial rule amending the definition of fiduciary under ERISA.