According to Morningstar, passive portfolios hold 22 percent of fund assets, up from 11 percent in 1999. Now it is no longer possible to ignore the impact of indexing.
For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity. That’s even if future legislation increases the estate tax exemption to proposed levels of ...
With President Obama and congressional Republicans at loggerheads over tax cut extensions for the wealthy next year, some financial advisors say they are planning for the worst.
A father and his son are among four new financial advisers with a combined $363 million of client assets who have recently joined UBS Wealth Management Americas, a UBS spokesperson confirmed to Registered Rep.
Changes to cost-basis law will present challenges for the brokerage community.
Wirehouses abide despite defections from both advisors and investors.
