Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
Former PIMCO Parent Pacific Life Moves Accounts to Janus
Pacific Life is moving some money to Bill Gross’ new firm, Janus, which said the decision pre-dated Gross’ exit.
Top 25 U.S. Charities: 2014
The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
The Critical Importance of Asset Coordination in Retirement Planning
Failing to account for Social Security in the overall retirement portfolio is a major fiduciary fail, putting the client’s retirement and the advisor’s business at significant risk.
Building the Modern-Day Stretch IRA: Proceed With Caution
The Supreme Court’s recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
After DOMA, Financial Planning Still a Challenge for Same-Sex Couples
More and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
Raymond James Highlights Women’s Achievements, Tech Updates
The firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.
IRS Prods Lawmakers to Pass Tax Extenders
Senate Finance Chairman Wyden prodded Congress after the IRS warned that failure to act could disrupt tax filing season.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Deadline for Undoing IRA Conversions Approaching Fast
The deadline for “recharacterization” of assets that were moved from one form of an IRA to the other is Oct. 15.