Selling Fiduciary: A Prototype for Independent RIAs
Dan Moisand's firm can teach the industry how to take the fiduciary standard to the next level.
Summers Says Markets Underestimating Risks of Trump Presidency
Former Treasury secretary sees “extraordinary uncertainty” and says Navarro-Ross paper is “well beyond voodoo economics.”
The Path Forward for the Proposed Family-Controlled Business Valuation Regulations
Strong negative public reaction and the incoming Trump administration call a controversial proposed rule into question.
Impact Investor Assets Grew 18% Between 2013 and 2015: Survey
Investors were highly satisfied with both financial returns and impact performance, according to a GIIN survey.
It’s 2017. The IRS Just Changed Your Clients’ Tax Brackets
In its annual bid to avoid bracket creep for taxpayers, the IRS has issued its new tax brackets and thresholds for 2017.
Liability Costs Driving Up Long-Term Care Bills
Actuaries found that liability losses amounted to an average of $218,000 per claim, or $2,350 per long-term care bed.
U.S. Consumer Confidence Jumps to Highest Level Since 2001
Measure of Americans’ expectations surges to a 13-year high after Trump election; more households expect better economy, labor market in year ahead.
Hoping for a Regulatory Miracle
Many advisors would love some common sense to be exercised in 2017 with respect to the DOL's fiduciary rule.
Former FDIC Chair Bair Has a Plan to Reduce Student Debt
Now president of Washington College, Bair likens the student loan crisis to the home mortgage crisis she dealt with in the past.
Lawyers for Wealthy Await Trump’s Estate Tax Plan
Despite Trump’s vow to end the tax, trust and estate professionals don’t appear panicked that a revenue stream is about to dry up.