CI Financial Scoops Up $11.4B Eaton Vance Wealth Business From Morgan Stanley
By Janet LevauxThe deal expands the firm's Boston presence and brings CI Private Wealth assets in the U.S. to $133 billion.
March 30, 2022
This COVID Tax Credit Could Limit Business DeductionsThe employee retention tax credit could limit Section 199A deductions for pass-throughs above a certain income threshold.
March 30, 2022
Which Countries Have the Lowest Fund Fees?Price wars in the ETF space have continued to put downward pressure on fund fees worldwide, Morningstar reports.
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 30, 2022
New FATCA Reporting Rules May Hit Visitors' U.S. AnnuitiesThe budget proposal could also trip up visitors who want U.S. cash-value life insurance.
March 30, 2022
Biden Hopes to Tax Some Indemnity Health BenefitsGross income could include the gap between a medical expense and the benefit payment amount.