The Tall Tax Tale of Why Country Songwriters Get Capital Gain Treatment
This tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.
Married Women Need Their Own Financial Plan: Study
The recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
Will LPL’s New NPH Reps Stay or Go?
Industry specialists debate how the move to a self-clearing firm could impact the 3,200 reps.
Brokerage ‘Kickbacks’ From Exchanges Draw Scrutiny
William Galvin of Massachusetts has written to Fidelity, Schwab, Morgan Stanley and others asking how they route orders to exchanges.
More Americans Increase Retirement Savings: Bankrate
Twenty-seven percent have increased contributions this year, the highest level in six years.
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio Products
In other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
Treasury to Wind Down Obama MyRA Program
Demand for and investment in the myRA program has been “extremely low,” Treasury said.
Advisors, Plan Sponsors Out of Sync in DC Plan Space
Wells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
States Dumping Estate Taxes, but Beware Those That Haven’t
A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
Middle-Income Americans Desperately Need Financial Advice: Financial Finesse
Cynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.