May 10, 2021
« Back to Issue Archive
Download Issue View Digital Edition
Available to subscribers only
Featured News
Heeding tax winds, advisers chart new financial tactics for clients
Tax planning has become an urgent topic following President Joe Biden's proposal aimed at high earners and wealthy investors.
House panel unanimously passes SECURE 2.0
The bill, which advances to the House floor with a strong bipartisan push, would raise the RMD age from 72 to 75, among many other provisions.
The Gates divorce: Lessons for financial advisers
Advisers should note that no matter how stable a relationship may seem, contingencies should be baked into estate and financial plans in case of divorce, especially for wealthy clients, experts say.
Brokers raise billions for green land deals IRS calls tax scams
Expanded government crackdowns on syndicated conservation easement land deals are creating financial and legal headaches for some wealthy investors.
Diminished capacity creates new investment risk
White paper says financial services firms must adapt to the threat or pay the price.
