4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.
Pension Plans Weighing De-Risking Options
Nearly 30% of defined benefit plans are planning, or at least considering, a risk transfer this year, according to a study commissioned by Prudential.
HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
Axel Merk Makes Case for Gold With 80 Years of Data
Looking at 10-year, 30-plus year and 80-year time frames, Axel Merk finds that including gold always enhanced risk-adjusted portfolio returns.
Tax Shelters and Abusive Tax Shelters: What Are They?
Tax facts experts look at tax shelters and abusive tax shelters.
Top Cybersecurity Threats for BDs, Advisors
At SEC’s cybersecurity roundtable, officials discussed the biggest risks to BDs and advisors and urged the SEC not to prescribe “rigid” rules.
IRS Criminal Investigation Unit Tagged More Tax Criminals in 2013
The IRS significantly increased enforcement actions against tax criminals and saw a robust rise in convictions, according to its annual report.
How Merrill Navigates the Bizarro World of Retirement
One boomer will retire every six seconds over the next 20 years. At the RIIA conference, David Laster laid out Merrill's approach to helping them.
Identifying, and Protecting, the Prime Targets of Identity Theft
Wealthy individuals are in the bull’s-eye when it comes to identity theft. Here are some best practices for reducing the risk to your HNW clients.
10 Big Estate Planning Mistakes of the Rich & Famous
Overlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what.