Displaying 21886 results
New tax laws invite strategic sidestepping
Uncertainty looms, but there may be some good news ahead for taxpayers.
Lack of investment options plague HSAs
Retirement plan advisers can't match HSA investments with 401(k)s because of too few fund options.
Show employees your commitment to diversity and inclusion from day one
It is vital for companies to represent the people they serve.
Couples should coordinate Social Security, Medicare decisions
Marital status and employment dictate signup deadlines.
Savers finally reap rewards as online banks goose rates
A few are paying interest of more than 2% on savings accounts.
Meltdown leaves small-cap stocks facing tough road to turnaround
Small firms face headwinds ranging from higher rates to the trade war.
Whiskey insurance is far from old-fashioned — demand is skyrocketing
The rise in prices and attendant need for insurance give a view into the changing landscape of alternative investments.
Jefferies CEO won’t tolerate discrimination against female bankers by male colleagues
Referencing Bloomberg News story, Rich Handler says 'there's no excuse' for excluding women from social situations for fear of #MeToo movement.
Top 3 planning moves for advisers under new tax law
Strategies around charitable giving and business structures appear to be most prevalent as a result of the new regime.
Pimco sees recession signal 'flashing orange’ as cycle ages
Chief investment officer Ivascyn warns of another 'rocky' year in 2019; still sees opportunities in emerging markets.
UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower
Construction on the 46-story tower known as TSX Broadway is set to begin in January.
Robinhood announces checking and savings with 3 percent interest rate
The service includes a debit card with access to more than 75,000 ATMs and no fee.
Tax reform can be a growth engine for your advisory firm
Only 4 of 10 millionaires who use an adviser said their adviser had talked to them about the impact of tax reform.
How we fight climate change matters
To be effective, efforts to combat climate change must take in account other goals, such as food security and the eradication of poverty.
Indexed annuity sales will soon eclipse those of variable annuities: Cerulli
The marketing pitch of indexed annuities — upside potential with downside protection — seems to have resonated with investors and their advisers.
Private-equity firms want SEC to loosen rules on business development companies
The industry is lobbying to include a measure forcing the SEC's hand in Congress' end-of-year spending bill.
Financial decisions made by diverse populations more likely to revolve around others
The new Prudential report surveyed members of diverse populations, including women, black Americans, Asian Americans, Latino Americans and members of the LGBTQ community
Money manager finds path to Bay Area elite through bike riding
London-based Partners Capital co-founder creates strategy to build network by managing money for rich individuals.
Wall Street banks parse US data in search of recession signs
Several indicators are slowing down, but no alarm bells beyond muted level.
UBS names new head of US wealth unit, seeks to capture more American billionaires
Jason Chandler will take over from Brian Hull on January 1, overseeing about 7,000 advisers.
