Tax Overhaul Could Mean $19 Billion Less in Donations Each Year: Study
By Michael S. FischerA study looked at ways to incentivize charitable giving by taxpayers who don't itemize deductions.
June 09, 2019
Donald Trump, Brexit, and Britain's National Health ServiceU.S. negotiators spooked U.K. policymakers by objecting to NHS drug pricing rules.
June 09, 2019
New Jersey Supreme Court Voids Stranger-Originated Life PoliciesThe Garden State's highest court says STOLI policies are against public policy and are void ab initio.
June 07, 2019
American Equity Says Deal Talks Have EndedThe company first disclosed the proposed deal in May 2018, without naming the suitor.
June 07, 2019
The Trouble With RobosCorporate Insight's research finds that even the largest digital advice providers need to raise their game.
June 07, 2019
What's Next for Goldman After United Cap Deal?Goldman Sachs Group CFO Stephen Scherr describes the next area of opportunities for acquisitions in global wealth management.
June 07, 2019
Financial Advisors Use Model Portfolios to Scale Their BusinessesBut some advisors worry that using models will make them look lazy, a Broadridge survey finds.
June 07, 2019
Selling Annuities Is the Right Thing to Do: Life CEOsTransamerica's Mark Mullin and AXA Equitable's Mark Pearson say the industry needs to explain itself better.