As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.
The law firms that filed the case point to record-keeping fees that were higher than those for other plans they identified.
His departure frees up another vacancy for President Joe Biden to fill as he considers new leaders for the central bank.
Kevin Campbell and Amy Owen are opening an office for Homrich Berg in Palm Beach Gardens, Florida.
A new compensation plan is among the changes the firm is preparing for advisers in 2022.
DeGreen Capital Management in Paradise Valley, Arizona, which has $328 million in AUM, is the firm’s second acquisition in the state.
The three advisers will open the firm’s third Montana office in Helena.
The IRS is also increasing the income ranges for eligibility to make deductible contributions to traditional and Roth IRAs, as well as to claim the Saver’s Credit.
The bank is exiting the hedge fund business after the implosion of Archegos cost it billions of dollars and will shift more resources to wealth management.
Congress has retirement accounts in its sights for future tax increases, but financial advisers can help their clients make some defensive moves now.
As retirement plans shifted from employer funded to employee funded, that has also happened over the past decade with health care plans.
The combined companies will administer more than $700 million in assets for more than 150,000 retirement plans.
“We are probably working on more deals than I can ever remember," the Focus Financial CEO said as the company reported its third-quarter earnings.
Most brokerages continue to demonstrate conflicts of interest when recommending investments to retail customers, a NASAA study shows.
Does it make sense for advisers to enter this space and compete? Sending those clients off platform and hoping to get them back when work separation occurs seems illogical.
Discover 5 of the most common misconceptions your female clients may have about Social Security and how you can help them maximize their benefits as part of an overall retirement strategy.
The measure would place limits on individual retirement accounts, including preventing contributions to accounts once they reach $10 million, and give the IRS more oversight over them.
The change is the latest attempt by the agency to make it easier for shareholders to take action on hot-button issues like race and climate change.
There's a war for talent heating up, fueled by the Great Resignation and more workers retiring as a result of the pandemic, which makes benefits more important than ever.
Areas with high racial diversity, concentrations of low-wage jobs, higher mortality rates and other factors tend to have lower employment rates for people 60 to 69, according to a recent NBER paper.
