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Derivatives are certainly having their day in the sun. Congress is considering new tax treatment for certain derivatives, including prepaid derivative contracts and exchange-traded notes (ETNs). The House Ways & Means Committee held a hearing...
A combination of tax-free gifts to grantor trusts and grantor-retained annuity trusts (GRATs) can be a powerful way to transfer wealth. Sophisticated quantitative modeling and capital markets forecasting demonstrate that even a client with a very...
Deal making in the wealth-management space has been rampant lately, and some holding companies and individual RIAs are beginning to see opportunities in Europe. Focus Financial Partners, a two-year-old holding company with 15 RIA partners and over...
The 97.5 million viewers who tuned into this year's Super Bowl got a little dose of retirement reality from AXA Equitable Life Insurance Company, which spent its entire broadcast advertising budget for 2007 and 2008 on the sports event. In the...
Just about everybody and their brother has an opinion about the potential for a recession. Are we headed for one? Are we in one right now? Former Federal Reserve Chairman Alan Greenspan recently weighed in on the matter in a speech, saying that...
RBC Dain Rauscher continued its recent streak of acquisitions in February, announcing plans to acquire Ferris, Baker, Watts (FWB), a full-service broker/dealer in Washington D.C. The acquisition strategy is part of an effort by Canadian parent...
When your clients complain to you about paying their taxes this April 15, don't roll your eyes when they claim, It's not about the money. Because their irritation really may stem less from the idea of their hard-earned dollars going to the state...
With markets soaring last year in places such as India and Turkey, investors poured cash into international funds. Of the $6.6 trillion invested in equity funds, about one quarter is in overseas portfolios, according to the Investment Company...
When markets turn down, the hated short sellers appear. The volume of short sales bets that stocks will drop spiked after technology shares began collapsing in 2000. Not surprisingly, short volume has climbed again in recent months. But in the...
