4 Ways Not to Ruin Your Clients’ Taxes
By Gil WeinreichAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 05, 2014
Top 10 Best States for 401(k) PlansThe best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
March 03, 2014
IRS’ Top 12 Tax Scams: 2014’s Dirty DozenThe spring tax season is a lucrative one for scam artists who prey on both unwary victims and complicit tax evaders.
February 26, 2014
12 Best & Worst Broker-Dealers: Q4 Earnings, 2013Some of Wall Street's major players haven't been able to turn their results around, but others are putting their troubles behind them.
February 25, 2014
Top 20 Countries for Retirement Security: 2014Despite improvements, the U.S. ranking in the Natixis Global Asset Management 2014 Global Retirement Index is not so hot.
February 25, 2014
15 Most Generous American Donors in 2013The Chronicle of Philanthropys annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
February 17, 2014
6 Best Financial Firms for Advisor Service: DalbarDalbar's Financial Intermediary Service Award for 2013 rates the top firms in service to financial professionals.
February 14, 2014
Grantham, Arnott, 4 Others’ Investing Strategies: Tiger 21 ConferenceConference attendees also heard presentations from well-known speakers in philanthropy, health and lifestyle, Tiger 21 said.