January 24, 2022
« Back to Issue Archive
Download Issue View Digital Edition
Available to subscribers only
Featured News
Active managers are getting a smaller slice of the pie
The debate over active versus passive strategies may be coming to a close.
Widow’s dilemma: When to claim Social Security
Survivors are subject to an earnings limit if they claim the benefit before reaching full retirement age.
Early planning on qualified charitable distributions can mean bigger tax savings
When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.
Finra seeks to extend remote branch office inspections through end of year
Finra says member firms are experiencing 'operational challenges' due to the pandemic that make in-person examinations difficult.
Robert McCann back in the financial advice industry
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
