SALT Deduction Cap Stays in Place After Supreme Court Rejects New York Challenge
By Aysha Bagchi, Perry Cooper, and Donna BorakThe court declined to review a constitutional challenge to the $10,000 cap on state and local tax deductions set by Congress in 2017.
April 19, 2022
Ex-Morgan Stanley Rep Ran Multimillion-Dollar Ponzi Scheme, SEC SaysThe ex-broker allegedly blew over $800,000 of clients' funds on luxury cars and his credit card payments.
April 19, 2022
Brand Loyalty Is Your SuperpowerTo keep that superpower, and wield it, you need great customer service.
April 19, 2022
Older Investors Blame Inflation, Low Interest Rates as They Worry About Retirement IncomeSixty-two percent of annuity owners said the money they've saved will last the rest of their life.
April 19, 2022
Orion to Buy CRM Provider Redtail"This acquisition presents a game-changing opportunity for growth-focused independent advisors," Orion CEO Eric Clarke said.
April 19, 2022
LPL Launches Paraplanning Services for Its AdvisorsThe firm's also testing tax and HNW services, says Aneri Jambusaria, EVP of its Planning & Advice Services.
April 19, 2022
Ed Slott: IRS Secure Act Regs Are 'Final Nail in the Coffin' for IRAs in Estate Plans"RIP IRAs as a long-term planning vehicle," Slott tells ThinkAdvisor.
April 19, 2022
Life Insurance Is the Cornerstone of a Sound Financial PlanA retirement planner makes the case for helping clients with more than annuities.