Vanilla Rolls Out Estate Plan Visualizer
By John ManganaroThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
March 13, 2024
NAIC Fills in the Annuity Suitability Passage MapThe United States is six jurisdictions away from having what could be a uniform set of annuity sales standards.
March 12, 2024
4 'Reasonable' Choices, If You Must Own U.S. Stocks: GranthamThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
March 12, 2024
There's No Reason to Raise S&P 500 Target: Morgan Stanley's Wilson"We have a situation where people are reaching for risk because there is FOMO," the strategist said.
March 12, 2024
UBS Catch-Up on U.S. Wealth Market Will Take Time: ErmottiThe Swiss bank plans to use parts of Credit Suisse's more muscular investment bank to serve its wealth management clients.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 12, 2024
Treasury Proposes Curbs on Use of Life and Annuities in Wealth PlanningClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 12, 2024
Ed Slott: 7 RMD, IRA and Estate Planning Points for 2024The IRA expert discusses tax-friendly income planning moves to consider before, and after, tax day.