March 06, 2017
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Available to subscribers only
Featured News
Impact investing in the age of President Trump
If implemented, the president's policies could have a profound effect on issues that resonate with a growing number of investors: the environment, social issues and corporate governance.
Advisers' expectations for Trump's tax reform
Topping the list of reform expectations is a dramatic cut to the corporate tax rate.
The accredited investor rule should be redefined, not erased
If nothing else, the dollar amounts should be adjusted for inflation.
Doing a better job articulating adviser value
Clinging to language steeped in jargon and generalities can seriously limit growth
Strict timeline governs health savings accounts and Medicare
Beware of a six-month look-back period and tax penalties.
