Can an Algorithm Assess Investors’ Complex Financial Needs?
“The future of financial advice is bionic,” CEO David Siegel of Investopedia said.
7 Estate Planning Resolutions for Clients to Make Now
The post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
Year-End Tax Planning More Urgent as GOP Policy Changes Loom
Since tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
Single Premium Whole Life Gives Estate Planning an Edge
For the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
Trump’s Plan Aims to Repeal Estate Tax, AMT
Trump needs to iron out some details of his tax plan with House GOP’s plan; with size being the obvious difference, says Tax Foundation.
The State of Retirement for Small Business Owners: Not Good, Says BMO
Three-quarters of small business owners have less than $100,000 saved for retirement, a survey by BMO Wealth Management found.
Where Wealthy Donors Give and What They Expect: U.S. Trust Survey
The wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor Upgrades
Since wirehouses “want to look like you,” head of Schwab custody unit urges advisors to evolve to meet client needs.
4 Ways to Limit Taxes on Retirement Withdrawals
Vanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
Schwab, Fidelity Having Banner Year for Charitable Giving
The donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.