Delaying RMDs would have minimal tax impact, study finds
TIAA Institute research paper finds that even eliminating RMDs would have little effect on government revenues and says the effect on retirees depends on whether they have a bequest motive.
Q4 2020 Fixed Income ETFs
Top 50 fixed-income ETFs ranked by quarterly returns Name3-Month Return %One-Year Return %Three-Year Annualized Return %Net Assets ($M)Expense…
UBS team managing $245 million goes indie with LPL
Brendan Biruk and Dan Rattigan form Washington Crossing Financial Group in Washington Crossing, Pennsylvania.
Finra bars former Merrill rep accused of churning
Charles Kenahan had already been barred by the state of New Hampshire in December.
Finra fines Goldman Sachs $1.25 million over fingerprinting
The regulator says the firm didn't properly screen more than 1,000 nonregistered employees.
Duo managing $473 million at Morgan Stanley joins Janney
Scott Phelan, Kevin Myers and an assistant switch firms in Atlanta.
Her Success Matters: Christine Gagnon, CFO, African Asset Finance Co.
Christine Gagnon talks about the importance of bringing diverse and multicultural teams to underserved markets.
Sammons Financial acquires $3 billion Ohio RIA
Dayton-based Beacon Capital Management also runs a turnkey asset management program.
Mercer acquires $215 million Iowa RIA
Ten-year-old Marrs Wealth Management is based in Ames.