Creative Planning CEO: Biden's Capital Gains Tax Plan Could Kill Model Portfolios
By Bernice NapachAn increase in the capital gains tax could "dramatically change investment decisions" advisors make, Peter Mallouk tells ThinkAdvisor.
February 09, 2021
Pru Puts Individual Annuities on DietBut the company is letting its new FlexGuard contract grow.
February 03, 2021
What Advisors Should (and Shouldn't) Learn From Jeff BezosJoel Bruckenstein, David DeVoe, Doug Boneparth and others discuss Bezos' approach to tech and succession planning as he prepares to step aside as Amazon CEO.
February 02, 2021
Here's a New COVID-19 Nightmare, for YouEconomists say the long-term effects of this pandemic on annuity sales could be bad.
January 29, 2021
El-Erian Raises Concerns About GameStop 'Contagion' as Stocks DipMohamed El-Erian of Allianz says he is "troubled" by the stock's run-up "because it is enabled by very distorted financial conditions."
January 27, 2021
Ken Fisher's Crude Remarks: Forgiven and Forgotten?The firm's AUM surged in 2020 despite a flight in assets amid the controversy. But is Fisher really in the clear?
January 25, 2021
Gifting Stock to Family Members: What to KnowSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
January 21, 2021
Do 401(k) 'Bridges' Help Retirees Maximize Social Security?Retirement experts David Blanchett and Michael Finke weigh in on the study comparing automatic 401(k) drawdowns to annuities.