Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer Says
By Jane Wollman RusoffThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 17, 2023
Stocks May End 2023 Higher After Bumpy Trip: Dana D'AuriaAdvisors should look at how they can personalize client portfolios at scale, said Envestnet's co-CIO.
February 16, 2023
Ron Surz's Big Bond Market Short"There are ways to make money on bad things," the Target Date Solutions president tells ThinkAdvisor.
February 14, 2023
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey BraxtonDiversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor.
February 10, 2023
Advisor Texting, DOL Fiduciary Rule Are Hot-Button Issues This YearLabor will likely release a fiduciary rule before summer ends, attorney Sara Crovitz tells ThinkAdvisor.
February 09, 2023
How an Advisor Invests NFL Players' Wealth"Don't invade the principal!" Lee Rawiszer urges his clients from the Chicago Bears, Minnesota Vikings and New York Giants.
February 08, 2023
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...LUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
February 07, 2023
The Time to Solve Retirement Income Has Arrived: Wade PfauYears of work have created the tools necessary to solve retirement income planning at scale, Pfau tells ThinkAdvisor.