Tax-Efficient Financial Plans Help Affluent Achieve Goals: AICPA
By Michael S. FischerThe group also offers some tips from CPA financial planners for tax planning under the new law.
February 27, 2018
Allianz Investment Arm Co-Leads Funding Round in Fintech C2FOHere's where Allianz, a major player in the U.S. life and annuity market, has been investing some of its money.
February 27, 2018
Brazil Warms Up `Old, Cold Coffee' After Pension Bill FailsThe country is facing unresolved retiree benefits obligation problems, gridlock and a junk credit rating.
February 27, 2018
5 IRI Priorities That Could Help Your Annuity SalesThe group's new 2018 Advocacy Blueprint could have some bipartisan appeal.
February 27, 2018
Barbara Roper Urges DOL Chief to Crack Down on Fiduciary RulebreakersFirms that aren't making good-faith efforts to comply with the rule should be sanctioned even under Labor's non-enforcement policy, Roper's Consumer Federation of America argues.
February 27, 2018
Powell Says Strong Outlook to Prod Fed to Review Rate-Hike PlanIn his first testimony to Congress as Fed chairman, Powell was optimistic about growth and expectations for inflation to reach the 2% annual Fed target.
February 27, 2018
3 Little-Discussed Threats to Life InsurersColin Devine told an audience of life settlement investors about risks that could hurt your clients, too.
February 27, 2018
Elizabeth Tallett to Lead Anthem BoardTallett has served on Anthem's board since 2013, and she has also been the lead director at Coventry Health Care.