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RETIREMENT RETIREMENT PLANNING DEC 28, 2017
Affluent Americans inundate accountants for advice

Tax experts scramble to understand full implications of the 500-page law which is anything but simple.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 27, 2017
Ask the Ethicist: Help the CFP Board improve its revised standards

The proposal is a worthy effort that needs tweaking, so weigh in during the Jan. 2 to Feb. 2 comment period.

NEWS INDUSTRY NEWS DEC 27, 2017
Affluent Americans inundate accountants for advice

Tax experts scramble to understand full implications of the 500-page law which is anything but simple.

RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 27, 2017
New York State proposes 'best interest' standard for life insurance and annuities

State would require products best suited for clients to be sold over those most profitable to sellers.

NEWS REGULATION AND LEGISLATION DEC 22, 2017
Trump signs $1.5 trillion tax cut

The bill slashes the corporate tax rate to 21% from 35% and cuts individual tax rates across the board.

NEWS REGULATION AND LEGISLATION DEC 20, 2017
Former State Farm rep barred by Finra

Kim Le's outside business activities were subject of investigation

INVESTING MUTUAL FUNDS DEC 20, 2017
Political ETFs have fair share of haters

Getting even a rough sense of how governments influence share prices is a task fraught with peril.

YOUR PRACTICE FINTECH DEC 20, 2017
Two more bitcoin ETFs test luck with SEC

The GraniteShares Bitcoin ETF and the GraniteShares Short Bitcoin ETF would trade on the Cboe BZX exchange.

NEWS REGULATION AND LEGISLATION DEC 20, 2017
Congress sends Trump tax-cut bill

House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 20, 2017
How the tax bill will affect 8 families

The savings from the landmark tax bill depend on where people live, how they earn a living and their family size.