ETF Share Classes in Mutual Funds: What to Know
By Roger WohlnerAbout three dozen asset managers are seeking to offer an ETF share class.
November 22, 2024
8 'Nerdy' Year-End Tax Planning Insights for 2024: Jeff LevineBuckingham Wealth Partners' chief planning officer talks tax strategy and makes some 2025 predictions.
November 19, 2024
Edward Jones Hits 20,000 Advisors. Its Next Target? New York CityDavid Chubak, the firm's leader of branch development, gives an inside take on its evolving growth strategy.
November 19, 2024
These States Have Their Own Estate, Inheritance TaxesOne state has both, according to the Tax Foundation.
November 13, 2024
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.
November 12, 2024
What the GOP's Tax Plan Might Actually Look LikeThe expanded estate tax exemption will likely remain, but SALT could be a sticking point, two experts say.
October 29, 2024
10 New Life and Health Tax Numbers to Know for 2025These are the adjusted parameters that will quietly shape clients' world.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.