Bob Doll Checks In On His 10 Predictions for 2023
By Dinah Wisenberg BrinWith one quarter to go, half of Doll's 2023 predictions are heading in the right direction, he says.
October 12, 2023
Tax Gap Jumps to $688B, IRS ProjectsNonfiling, underreporting and underpayment contribute to the revised increase for 2021, the agency says.
October 12, 2023
Jamie Hopkins: The 'Fun' New Retirement Planning Metric You Should Know"Success isn't binary and neither is your retirement," he says, summing up the buzz around a new paper.
October 12, 2023
IRS Misled Taxpayers About Free Filing Tool, Watchdog Report SaysTaxpayer interest in a Direct File tool may be overstated due to flawed survey design, according to a report.
October 12, 2023
Allianz Life Faces Annuity Owner SuitThe plaintiff says the insurer should have explained why it cut off ties to her advisor.
October 12, 2023
Elite Wall Street Firms, Advisors Are Swapping SMAs for ETFsThe aim is to exploit the famous tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 12, 2023
DOL's Su Tells House Lawmakers New Fiduciary Rule Remains a PriorityThe rule will address the unlevel playing field for different kinds of companies giving investment advice, Su said.