American College Launches New Wealth-Management Certification Program
The curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
Tax Reform Agreement ‘Very Close’
Top Democrats chafed at being left out of the process as they learned the particulars of the final agreement from media reports.
Affluent Americans Split on How Trump’s Policies Will Affect Their Finances
A Personal Capital survey finds about half of investors expect better market performance next year.
How 8 Families Would Fare Under Congress’ 2 Tax Bills
Here's how the tax bills that passed each chamber would affect Americans across a range of incomes and circumstances.
401(k) Tax Changes Would Slash Retirement Savings: Wells Fargo Survey
Without tax deferral, 401(k) savings would plummet, a Wells Fargo-Gallup survey found.
Tax Bill Could Have Big Impact on Small-Biz Retirement Plans
More than 320,000 pass-through businesses offer retirement plans, which the bill provides a disincentive to do, says ARA's Brian Graff.
Andy Friedman Answers Top 7 Advisor Tax Bill Questions
Friedman, a former tax attorney, answers questions on alimony, deferred compensation and more.
Can We Please Stop Hyping Death and Taxes?
It's hard to hold a productive discussion based on hyperbole.
4 Year-End Tax Tips as Overhaul Looms
Provisions in the Senate and House tax bills could increase your clients' taxes next year, so consider these moves before 2017 ends.
Little-Known Tax Proposal Targets Your Clients’ Trading Accounts
“Brokers are going crazy with this change, urging their clients to sell, sell, sell,” a tax advisor says.