IRS Rules on Hybrid Annuity Advisory Fee Proposals
By Allison BellThe rulings could boost efforts to sell registered index-linked annuities to the clients of fee-based advisors.
December 28, 2020
Market Risk Concerns Remain High in 2021: Allianz LifeA third of Americans say they're unprepared to weather the financial effects of the pandemic.
December 28, 2020
Expect a Baby Bust in 2021The Brookings Institution sees 300,000 fewer births next year.
December 28, 2020
Pandemic Is a Wake-Up Call on Estate Planning: Wells FargoMore people are developing estate plans, though even many affluent investors remain without one.
December 28, 2020
10 Tax Changes in New COVID Relief PackageMost of your clients will qualify for at least one tax benefit under the law Trump just signed, CPA Jeffrey Levine says.
December 28, 2020
Ark CEO Cathie Wood Wins Battle for ControlArk Investment Management has reached agreements with minority shareholder Resolute Investment Managers.
December 28, 2020
Revamped CFP Board Site Gets High Marks From PlannersThe Board says it will add more information in the future about how planners are paid.
December 28, 2020
Trump Signs CAA 2021 Package, Plans to Add Rescission RequestsThe current version of the package includes major life and health provisions.