Treasury Proposes Curbs on Use of Life and Annuities in Wealth Planning
By Allison BellClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.
March 12, 2024
10 Stocks Worth More After Q4 Earnings: MorningstarThe average fair-value estimate increase was 2.07% through February, the biggest average increase since 2021.
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.
March 12, 2024
IRS Launches Direct FileThe Treasury Department estimates that one-third of federal tax returns could be prepared using the pilot program.
March 12, 2024
Apex Acquires Automated RebalancerAdvisorArch automates previously time-consuming processes that are key to client service, according to the fintech provider.
March 12, 2024
Vanguard Watchers Baffled Over CEO's Retirement NewsThe leader of one of the world's largest asset managers announced his exit without naming a successor, inviting questions.
March 12, 2024
Biden Floats $2 Co-Pay Limits on Popular Drugs Under MedicareThe caps proposed in Biden's budget would apply to blood pressure and cholesterol drugs.