Investment Advisor-March 2018



Taxing, Changing Times for Advisors

Janet Levaux | February 27, 2018

An esteemed group of experts discusses how recent tax reforms could prompt more individuals to move from high-tax states to low-tax states (as I just did).

There's a New ETF Game in Town

Phil Bak | February 27, 2018

The exchange-traded-fund industry is being shaped by a new paradigm — not active vs. passive.




Latest Ups and Downs of U.S. Retirement Preparedness

Bernice Napach & Michael J. Fischer | February 27, 2018

Half of savers are at risk of not meeting essential expenses in a downturn, Fidelity research finds; plus, TD Ameritrade rolls out tool to analyze retirement plan fees.

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