How the House and Senate Tax Bills Would Raise College Costs
The House bill contains many more provisions than the Senate bill that would affect students, their families and colleges.
3 Ex-TD Ameritrade Execs Pump Cash Into TAMP Firm
Investor Bryce Engel comes on board to lead Fusion Capital, while Asiff Hirji and Wayne Ferbert will join the board.
How Financial Therapy Can Help Clients Make Better Decisions
Rick Kahler, CFP, tells ThinkAdvisor how advisors can offer financial therapy and how he helped save country star Wynonna Judd from the brink of bankruptcy.
Wall Street Has New MiFID Migraine, Now in Futures Market
Banks are seeking CFTC relief from added regulatory burdens; futures brokers are concerned that compliance could add costs.
World’s Biggest Wealth Fund Wants Out of Oil and Gas
The plan would entail the fund, which controls about 1.5% of global stocks, dumping as much as $40 billion of shares.
Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up Contributions
The bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
New York Fed Sees a Healthy Fear in the Volatility Curve
Fed researchers say the market is “pricing in implied volatility of around 19% in one or two years’ time."
4 Steps to Take When Launching Your Advisory Business
It's important to walk through your decision, so you can be reasonably sure you’re doing the right thing for the right reasons.
Where the Ultra-Wealthy Invested in Q3: Tiger 21
Members of the exclusive investing club generally consider index funds and ETFs a better alternative to hedge funds.