Biden Unveils Revamped Tax, Spending Plan With New Taxes on Millionaires
By Josh Wingrove and Erik WassonThe $1.75 trillion package includes additional tax on incomes above $10 million.
October 27, 2021
Long-Term Care Insurers Worry Guaranty Associations: NOLHGA PresidentPeter Gallanis told state insurance legislators that LTCI issuer problems could be a challenge for the next 10 years.
October 27, 2021
Life Settlement Pioneer Sees a Bright Future AheadA LISA conference panel talked about life insurer competition. But Alan Buerger says policy supply is strong.
October 27, 2021
JoAnn Martin, Former Ameritas CEO and ACLI Chair, DiesThe governor of Nebraska put out a statement in response to her passing.
October 27, 2021
Unit Formerly Known as Wells Fargo Asset Management Snags Another State Street ExecChris Baker is exiting the Boston-based asset manager to serve as chief compliance officer of the firm, now called Allspring.
October 27, 2021
Tax-Loss Harvesting: 5 Keys to Doing It Right for Each ClientTax-loss harvesting is not a one-size-fits-all proposition, says Joel Dickson, head of enterprise advice methodology at Vanguard.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
October 27, 2021
Merrill Moves to Trailing 12-Month Advisor Comp StructureThe firm is shifting away from its retroactive comp structure and dropping the team grid's Transfer Account Policy.