MetLife Lays Out Strategy in 'Too Big to Fail' Court Fight

Aug 17, 2016

MetLife Inc showed how it intends to fight federal regulators' arguments that it is "too big to fail" in a court brief filed Monday.

Nine Things to Know About College in Europe

Aug 17, 2016

Strategies to Prepare for Implementation of Proposed 2704 Regulations

Aug 17, 2016

Discuss these steps with clients before the rules are finalized.

The Recession Made Millennials Tight Savers

Aug 17, 2016

Financially speaking, millennials have more in common with the Silent Generation than they do with their baby boomer parents or grandparents. According to TD Ameritrade’s Millennials and Money Survey, growing up during the recession has taugh...

Should Your Client Consult a Reputation Manager?

Aug 16, 2016

For decades, you’ve been advising your client to legally hold some of their assets in an offshore account, and suddenly, someone leaks a treasure trove of “secret” information about legal and illegal tax shelters, not unlike the...

Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations

Aug 16, 2016

Variations in this strategy may be preferable in light of the current environment

Millennials Are Freaking Over Retirement—and Not Doing Much About It

Aug 16, 2016

(Bloomberg) -- Young workers today probably can't even think about retiring for 40 or 50 years. Longer lives and the prospect of weaker investment returns mean millennials will probably have to save more money, over a longer period of...

Investors Continue to Flee Active Equity Funds

Aug 16, 2016

Outpouring. | Copyright Bryan Thomas, Getty Images Retail investors continued to pull money out of active U.S. equity funds in July, with outflows totaling $32.9 billion during the month, outpacing $21.7 billion in negative flows in June, acco...

Major Components of New Section 2704 Proposed Regs

Aug 16, 2016

A brief summary of the three sets of new rules