7 Important Tax, Retirement Topics for Year-End Planning
By Roger WohlnerA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 16, 2021
Debate: Should High Earners Pay More Social Security Taxes?Two professors debate whether collecting payroll taxes on income above $400,000 is the best way to shore up Social Security.
November 16, 2021
AllianceBernstein Expands Offerings for AdvisorsThe firm has created a practice management consultant program with the Vanderbilt Owen Graduate School of Management.
November 16, 2021
Business Expense Tax Deductions: 12 Facts to KnowHere's what advisors should know about tax deductions for expenses like travel, meals, education and home offices.
November 16, 2021
Health Insurance Competition Heats Up: EarningsAn Oscar executive says COVID-19 added 9 percentage points to the Q3 medical loss ratio.
November 16, 2021
FINRA Looks to Hold More Exams, Arb Hearings VirtuallyThe regulator says it will probably take a more "risk-based approach" in deciding whether to conduct an exam on-site.
November 16, 2021
Venerable to Reinsure $22B in John Hancock Variable AnnuitiesThe deal will help John Hancock's parent reduce its exposure to ups and downs in the stock market.
November 16, 2021
Financial Firms Eye Up Instagram, YouTube; Compliance Pros Remain WarySocial media poses a reputational risk to firms as it explodes in volume and complexity, according to Hearsay Systems.