Does a Charitable Trust Make Sense for Your Client?
By Roger WohlnerSecure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 30, 2022
8 Bond Market Predictions for 2023Investors are unlikely to see a repeat of 2022, says Schwab fixed income strategist Kathy Jones.
December 30, 2022
FINRA Fines, Suspends Ex-Securities America Rep Who Impersonated Dead ClientThe ex-broker pretended to be her deceased relative, a firm client, in a phone call, FINRA says.
December 30, 2022
How Is Crypto Taxed? Your Crypto Tax Guide for 2023From capital gains and losses to crypto-specific transactions to wash-sale rules, there's a lot to know.
December 30, 2022
Younger Investors Present Massive Opportunity: FidelityAdvisors should take steps to ensure that they can serve the needs of younger investors in the future.
December 30, 2022
E-Trade Enhances Investing, Trading Platforms: Tech RoundupThe enhancements will give clients more control over how they stay informed on market activity, E-Trade says.
December 30, 2022
Optimize Retirement Savings With an HSA Investment StrategyA health savings account is one tool your clients can use to cover health care costs in retirement.
December 30, 2022
Advisors Are Unhappy, and They Have Options, Recruiters WarnRecruiters are urging firms, especially legacy BDs, to rethink their recruiting strategies or risk being left behind.