Adding Value After the Death of a Client’s Spouse
The loss of spouse is one of the most painful events a person will ever endure; the advisor can play a key role in healing.
Mitigating Postretirement Health Expense Risk
Postretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
Impact Investors Boosting Their Bets This Year
Big impact investors plan to commit 16% more capital this year, and 89% were satisfied with investment performance last year, Global Impact Investing Network reported.
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy Speer
After FINRA ruled that Speer’s widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firm’s most prominent financial advisor.
Best (and Worst) Places to Die in 2016
While the federal estate tax is static, states continue to move chess pieces across the estate planning board, Adrienne Penta says.
Kotlikoff: Congress Took a ‘Meat Cleaver’ to Social Security Claiming Rules
Laurence Kotlikoff tells ThinkAdvisor about “gotchas” in the new rules beyond ending file-and-suspend and points out a loophole that could give some couples $120,000.
The Bay State Difference for Estate Taxes
In Massachusetts, wealthy married decedents can take advantage of a separate state GTIP election.
11 Best & Worst Broker-Dealers: Q1 Earnings, 2016
Results for financial firms were generally the same: bad, with one standout.
Treasury Launches 3-Pronged Attack Against Money Laundering, Tax Evasion
Efforts “target key points of access to the international financial system," Treasury says.
U.S. Treasury Takes a Stand for Transparency
A rule compelling banks to identify shell company users would help stymie tax evaders and terrorists, former TARP head Neil Barofsky writes.