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?
Guaranteed Income Without an Annuity: A Product Whose Time Has Come?
Talk about filling a need. Aria Retirement Solutions has a guaranteed income source without the variable annuity chassis—and advisors are catching on.
Capital Innovations’ ‘Wonderfully Boring’ Strategy
Michael Underhill, who spoke at Schwab Impact in Chicago, tells the stark truth to clients looking for 10% returns, ‘it’s not the 1990s anymore.’
How Do You Define Wealth Management? IMCA Responds
What is wealth management, and what do professionals who call themselves wealth managers actually do?
Simpson, Bowles: To Fix Fiscal House, ‘We Need Patriots, Not Panderers’
Alan Simpson and Erskine Bowles’ blunt, tough message on fixing the fiscal mess gets a warm reception among Schwab Impact attendees.
CFP Board’s Keller on Goldfarb Case: ‘Let the Process Play Through’
At Schwab Impact conference, CFP Board's CEO also discusses three new board members; number of certificants stands at 67,324.
Chuck Schwab: We’ll Go Over Cliff, but Let’s Move On
In conversation with Maria Bartiromo and the brains behind KKR, Chuck Schwab talks alternative investments, one benefit of Dodd-Frank, and why he’s willing to write a bigger tax check.
Scout Funds’ Moffett: Economy Is ‘Slowly Getting Stronger’
“2013 will be better than people think," money manager says at Schwab Impact.
Guggenheim Launches Alternative Investment Platform
The platform enables advisors to build and implement customized hedge fund portfolios for clients.