5 TED Talks Advisors Recommend: 2022
By Ginger SzalaIn our annual quest for illuminating presentations, these were the top picks.
March 30, 2022
12b-1 Fees in Wrap Accounts Are an SEC Exam Priority in 2022Also on the 2022 priority list are other revenue sharing arrangements and advisor conflict-of-interest policies.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 30, 2022
Ed Slott: Secure Act 2.0 Reduces 'Draconian' RMD Penalty, Broadens RothsThe sweeping retirement bill passed in the House Tuesday and is expected to be taken up in the Senate soon.
March 30, 2022
The 5 Biggest Retirement-Related Tax BreaksThese tax code provisions help clients but increase the budget deficit.
March 30, 2022
Biden's Billionaire Tax Would Punish Long-Term InvestorsThe plan is a mess, and its main benefit could be achieved by eliminating one loophole in the tax code.
March 30, 2022
Generation-Skipping Transfer Exemption Could Lose SuperpowersThe Biden administration wants to limit how long it can shield assets from taxes.
March 30, 2022
6 Best 'True' S&P 500 Index Funds: MorningstarIn a new blog post, John Rekenthaler describes how he picked the "best" funds.