Best Firms for Self-Directed Investors: J.D. Power — 2021
By Michael S. FischerThe research group measured customer satisfaction among both DIY investors and those who occasionally seek guidance.
April 27, 2021
Biden Aims to End 'Step Up in Basis' Benefit for EstatesTax package will end an inheritor-friendly policy, bump up the top income tax rate and fund more IRS audits.
April 27, 2021
Mallouk: Capital Gains Tax Hike Could 'Devastate' Hedge Funds, Boost DAFsMallouk and other leaders of advisory firms told ThinkAdvisor how the proposal could affect client portfolios and estate plans.
April 27, 2021
The Role of Annuities in a Comprehensive Retirement PortfolioWith retirement concerns on the rise because of the pandemic, annuities can provide a viable investment strategy for any retirement plan.
April 27, 2021
How Well-Being Drives a Future Financial PlannerThe winner of our 2020 New Planner Recruiting Tuition Reimbursement Scholarship is an example of where our industry is headed.
April 27, 2021
HealthCare.gov Ties Marketing Push to Black American Week of ActionOfficials estimate that 66% of Black uninsured adults have access to a zero-premium major medical plan.
April 27, 2021
Commission-Free Annuities: No Longer an OxymoronDPL Financial Partners CEO David Lau tells ThinkAdvisor how RIAs can sell annuities (and get paid for it, too.)
April 27, 2021
Actuaries to Study How COVID-19 Affects Patients' SpousesIn the past, one spouse's need for long-term care has increased the odds the other spouse will need care.