Tax Overhaul Caused Slowdown in M&A: FA Insight
By Emily ZulzM&A activity was strong in the first three quarters of 2017 but faltered in the fourth quarter.
February 01, 2018
Edelman, Policy Group Sound a Wake-Up Call on Retirement SecurityWith the help of the Bipartisan Policy Center and others, Ric Edelman is launching an initiative to reignite debate in Washington about retirement security.
February 01, 2018
Ignoring Blockchain ETFs Will Not Make Them Go AwayIts still too early for this technology to be written off by advisors as a investment fad thats waiting to whither away.
February 01, 2018
Ric Edelman: Vanguard, Other Bitcoin Deniers Will Eat Their WordsWe are seeing a lot of dumb statements out of Wall Street, the popular wealth manager said.
February 01, 2018
CFPs Cry Foul Over Proposed 7-Step Planning ProcessThe changes reflect the modern delivery of financial planning, the Board says, but some prominent planners are skeptical.
January 31, 2018
4 Tips to Navigate Surge of Client Tax QuestionsHow to prepare for the onslaught of tax questions from clients that are expected as a result of the new tax law.
January 31, 2018
IBD Execs Get Real on Declining Numbers, Survival StrategiesFirms have to help advisors embrace technology and become better at holistic planning or they will be merged out of the business, one exec says.
January 31, 2018
How Is a S Corporation, or Pass-Through Entity, Taxed?The new tax reform bill has received a lot of attention for changes in how income from pass-through entities (S corporations and LLCs) is taxed.