Vanilla Rolls Out Estate Plan Visualizer
By John ManganaroThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
March 13, 2024
NAIC Fills in the Annuity Suitability Passage MapThe United States is six jurisdictions away from having what could be a uniform set of annuity sales standards.
March 12, 2024
There's No Reason to Raise S&P 500 Target: Morgan Stanley's Wilson"We have a situation where people are reaching for risk because there is FOMO," the strategist said.
March 12, 2024
UBS Catch-Up on U.S. Wealth Market Will Take Time: ErmottiThe Swiss bank plans to use parts of Credit Suisse's more muscular investment bank to serve its wealth management clients.
March 12, 2024
Treasury Proposes Curbs on Use of Life and Annuities in Wealth PlanningClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.
March 12, 2024
IRS Launches Direct FileThe Treasury Department estimates that one-third of federal tax returns could be prepared using the pilot program.
March 12, 2024
Apex Acquires Automated RebalancerAdvisorArch automates previously time-consuming processes that are key to client service, according to the fintech provider.