Three Ways to Beat 'Autumn Angst'
It is possible for advisors to stay focused and get to the end of the year with success and sanity.
Top 3 Ways BDs Can Help FAs With DOL-Related Platform Shifts
Broker-dealers should help advisors with new technology, criteria for picking third-party asset managers and improved planning tools.
Trump Tax Reform Plan Could Roil Small-Business Retirement
While many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients’ retirement planning options.
A Historical Defense of the All-American Estate Tax
One thing about it: Andrew Carnegie liked it.
Why You Can’t Be ‘Three-Quarters of a Fiduciary’
Former SEC Commissioner Luis Aguilar’s comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
Broad Strokes of Tax Reform Released in GOP Framework
The GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
Tax-Cut Cash Could End Up in Unexpected Places
Traders are expecting companies to invest more under a reformed tax regime. But they may be getting ahead of themselves.
Building the New Berlin Tax Wall: Treasury’s Anti-Inversion Regulations
The analogy of U.S. corporate tax policy is the Berlin Wall, because it clearly illustrates the melding of bad policy and all-but-certain failure.
Tax-Smart Strategies to Maximize Hurricane Donation Dollars
The IRS has taken action to make it easier for clients to donate without adverse tax consequences.
401(k) Balances Are Up, but Is Your Retirement Plan Business?
Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.