SIFMA expects a DOL fiduciary proposal in the second quarter of this year, renewing the industry’s concern over the possible legislation, which the organization says is contrary to the SEC’s.
There are 12 million baby boomer business owners, and they’re about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Taxpayers may treat qualified charitable distributions completed during January 2011 as made on Dec. 31, 2010; may contribute distributions take in December and January
Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.
