The latest in Financial Advisor research and tools that can help your practice.
WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.
The Dec. 17, 2010 enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Tax Act) added the concept of portability and dramatically increased the gift tax exemption to $5 million per individual ($10...
If I had to name one difference between private foundations (PFs) in the 20th and 21st centuries, I would use one word: In both centuries, plenty of PFs have made grants to operating public charities, without expecting anything in return other...
Taxes are a contentious political issue. Elections for positions from county supervisor to the United States president have been won or lost on promises about and voting records on taxes. Now, with the passage of the Tax Relief, Unemployment and...
The average financial advisor is in his 50s and mulling retirement. The total number of advisors in the industry has been flat for years and is expected to decline in coming years. These facts are constantly trotted out as proof that a talent...
A distressingly high percentage of workers in America don't even so much as attempt a back-of-the-cocktail-napkin calculation when trying to figure out what they'll need to retire on, according to the 21st annual Retirement Confidence Survey by...
Genworth Financial has named Martin Klein its new senior vice president and chief financial officer. He was previously a managing director at Barclays Capital, where he headed the Insurance Solutions Group and Pension Solutions Group...
