December 4, 2023
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Featured News
Michigan advisor runs for House seat
As a financial advisor for more than 30 years, Diane Young has seen fiscal and retirement policies affect her clients. If voters in Michigan’s 10th District elect her, she’ll have a role in shaping the decisions Congress makes.
Giant RIAs in old-fashioned donnybrook for advisors and clients
Edelman Financial Engines is suing Mariner Wealth Advisors, alleging that Mariner is poaching its clients and running Edelman out of business.
IBM’s pension idea and the future of retirement plans
The unusual addition of a cash balance plan could benefit the company and, observers say, workers.
Holiday gift tax planning for IRAs
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
White House, others question annuity safeguards
Once again, annuities are at the heart of a debate over retirement savings and investor protection. The DOL says state oversight of sales of the products isn’t strong enough.
Charitable giving is a win-win for advisors
Philanthropic discussions with clients over issues close to their hearts can only deepen that relationship.
