10 Tax Planning Steps to Take Before New Year's Eve
By Michael S. FischerWilmington Trust put together a guide for advisors and their clients.
October 21, 2020
Agents Work to Hold 2021 Individual Major Medical Market TogetherThe court could smash it. A president could dismantle it. But, at this point, prices look OK.
October 21, 2020
Democrats Block Votes on GOP Stimulus, PPP Bill in SenateMcConnell planned a vote on the $500 billion GOP plan even as Speaker Pelosi and the White House continued to negotiate.
October 21, 2020
NYSE Threatens to Leave NJ if Financial Transaction Tax Is EnactedThe lawmaker sponsoring the bill cut the tax rate and added a sunset provision, but the exchange has already tested moving its servers.
October 20, 2020
Nesvold Capital Makes Its Second RIA DealThe new merchant bank bought a minority stake in Pure Financial Advisors, a $2.7 billion California RIA.
October 20, 2020
UBS Wealth Reports Dwindling Advisor Headcount, Asset Outflows in AmericasThe third-quarter results contrast with figures shared by rivals Merrill and Morgan Stanley.
October 20, 2020
Why an Economist Says Your Clients Should Buy Annuities EarlyAnthony Webb is locked down on a Greek island. Here's what the economist is thinking about now.
October 20, 2020
Schwab: Employees With Company Stock Plans Welcome More Financial AdviceEquity compensation is increasingly important for attracting and retaining talent, especially millennials, Schwab survey finds.