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'Portability' allows a surviving spouse to tack the decedent's exemption on to his or her own. Despite the higher threshold for paying estate taxes in the 2017 tax law, experts recommend filing for the benefit.
Plaintiff's lawyer says junk bonds, futures contracts and derivatives were inappropriate for his clients.
Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.
The regulator sees patterns in the behavior and disclosures of high-risk brokers.
John Hancock policyholders would get a discount on their premium in return for agreeing to pay a bigger portion of their claims in the future.