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How new leadership at DOL could address retirement rules

January 25, 2018

By all accounts, the administration of Donald J. Trump is slashing regulations across government. However, there are some exceptions to the rule, and a less ambitious deregulatory regime seems likely under new leadership at the Department of...

State fiduciary rules may be reckoning for life insurance industry

January 19, 2018

The life insurance industry escaped the jaws of the Department of Labor fiduciary rule only to come face to face with another beast: the states. New York's recent proposal to impose a best-interest standard on life-insurance sales — a higher...

State measures to prevent elder financial abuse gaining steam

January 18, 2018

States are increasingly wading into the fight to combat elder financial abuse, the top state securities regulator said Thursday. The North American Securities Administrators Association released a model rule two years ago that mandates that...

Tax reform creates opportunities for advisers

January 17, 2018

Wealth planning professionals could come out winners in the tax reform game. The new tax law doubles the estate and gift tax exemption amount, meaning fewer families will need extensive planning to avoid the tax. But that increased exemption...

Legislation would make it harder for investors to sue mutual funds over high fees

January 17, 2018

[Update: On Jan. 18, the House Financial Services Committee approved the Mutual Fund Litigation Reform Act, 31-25.] Legislation that would make it more difficult for investors to sue mutual fund companies for excessive fees was poised to advance...

Tax law: Everything advisers need to know about the pass-through provision

January 12, 2018

The new tax law's provision on pass-through entities could provide substantial tax savings to both financial advisers and clients this year. However, the rules are complex enough to make even an accountant's head spin. Here's a breakdown of...

Tax law's pass-through provision could harm 401(k) plans

January 5, 2018

The new tax law's provision on pass-through businesses is proving to be one of the most challenging to dissect, and it's one that some retirement pundits are eyeing with concern. Some industry groups, such as the American Retirement Association,...

New tax law favors charitable giving from IRAs

January 3, 2018

InvestmentNews has asked readers to submit their tax questions. Here are three new submissions. If you would like your tax questions answered, please write to assistant managing editor Chris Latham at clatham@investmentnews.com and reporter...

Send us your tax questions

December 21, 2017

Confused about the new tax bill? InvestmentNews wants to help. Send us your questions, and we'll ask experts to weigh in and then publish the answers. You may direct your queries to reporter Greg Iacurci at giacurci@investmentnews.com and assistant...

Final tax bill gives pain, relief to financial advisers

December 18, 2017

A congressional agreement on sweeping tax-cut legislation reached late last week is causing consternation among some investment advisers because it will end tax deductions for advice. That is one ramification of a massive bill Republicans hope...

Tax update: Brady says sales tax deduction in final bill

December 14, 2017

Congressional leaders worked quickly to finalize compromise legislation for floor votes next week in an all-out effort to provide themselves and President Donald Trump with a major policy victory before the end of 2017. Here are the latest developments,...

House bill would allow electronic disclosure of retirement plan information

December 13, 2017

Bipartisan legislation allowing for electronic disclosure of retirement plan information was introduced Monday by Rep. Jared Polis, D-Colo. It was unveiled with 28 co-sponsors, including 15 Democrats and 13 Republicans. The proposed Receiving...

Tax bill may up capital gains taxes, disrupt adviser strategies

December 13, 2017

A provision of the Senate tax bill under debate would negatively impact capital gains taxes for some investors, and could have other wide-ranging effects on financial advisers and their clients, ranging from charitable giving to tax-loss harvesting....

Broker, retirement groups make last-minute pleas to change tax legislation

December 13, 2017

Interest groups representing financial advisers are making last-minute pleas to lawmakers to try to shape sweeping tax reform legislation hurtling through Congress. Republican and Democratic lawmakers were scheduled to convene a public session...

Legislation to combat elder financial abuse advances in Senate

December 6, 2017

Legislation that would give financial advisers civil liability protection when reporting suspected financial abuse of seniors advanced in the Senate on Tuesday. The Senior Safe Act was approved by the Senate Banking Committee as part of a larger...

Senate tax bill changes for pass-throughs more generous than House version, experts say

December 6, 2017

Financial advisers and their clients would be better off under the Senate's tax plan for small businesses than the House version, according to experts. Each chamber has approved its own tax-reform legislation. The two measures are headed for...

What advisers need to know about the differences in the Senate and House tax bills

December 4, 2017

Republicans in Congress have entered the last leg of their race to achieve sweeping tax-reform legislation by the end of the year. The Senate passed its tax bill on Saturday, and now it will have to be reconciled with the House's version before...

Senate tax bill is a hike on retail investors

November 30, 2017

Congress is currently working on a massive overhaul to our tax code, and the Republican-led majority appears committed to signing a bill into law before the end of the year. While the proposals have far-reaching impact, one provision proposed...

Morningstar: Small-employer retirement plans need legislative fixes

November 29, 2017

Two fixes would go a long way toward solving the problems entrenched in the small-retirement-plan market, namely high costs and a wide coverage gap, according to a new policy paper issued by Morningstar. Those tweaks—adopting legislation that...

Trump boosts tax plan with Obamacare assist

November 28, 2017

President Donald J. Trump told Republican senators on Tuesday he supports an Obamacare market stabilization bill offered by Republican Lamar Alexander and Democrat Patty Murray, which may help bolster support for the tax-cut legislation headed...

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