Those who save for retirement or itemize tax deductions could end up paying thousands of dollars more.
Critics complain that it conflicts with ERISA and SEC rules and has potential to spur other states to pass their own version of a fiduciary rule.
Four reps at First Bank & Trust's securities unit in New Orleans join employee broker-dealer.
Politicians have intentionally set tax rates on wages much higher than those on long-term investment returns.
New software uses big data to estimate the chances that your personalized retirement strategy will actually succeed, then refines the plan if it won't.
Help spread the word to clients and friends who might benefit from one of these retirement provisions.
The president and Treasury secretary have expressed support for keeping tax breaks in place on municipal bonds.
Benson Financial Group in Hannibal, Mo., affiliates with branch of Securities America.
Firm fined $750,000 for alleged misrepresentations to issuers in bond redemptions.
United Income models 'future life outcomes' based not only on expected investment performance but potential life spans and spending levels.
