Despite Republican takeover of Senate, disparate goals of lawmakers may make progress hard to come by.
If IRS Commissioner John Koskinen could set the agenda for the upcoming lame-duck session of Congress, he would make renewal of dozens of expired tax breaks the priority. If Congress doesn't act before the end of November, filing season could be postponed, giving taxpayers a big headache.
Stealth tax subject to complicated three-part test.
RCAP sales slow down in wake of ARCP accounting error, although the firm is optimistic activity will return as B-Ds resume selling its nontraded real estate investment trusts.
Cambridge joins list of independent broker-dealers suspending sales of Cole REITs; firm says it is waiting for 'more clarity' before deciding next step.
<I>Breakfast with Benjamin:</i> Quicker rate hike ahead? Plus: Top Republicans set agenda; greed, fear and fund flows; family offices riding growth of ultrawealthy; Schwab says its robo is no threat; and eating well after work.
With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.
Advisers charging AUM fees while offering garden-variety investment management services need to reassess their business model and determine what else of value they can provide
Former executive at LPL Financial will head up firm's nontraded REIT wholesaling and distribution unit.
Through ads, many of which he starred in, the salesman shared his belief that tax-free bonds were a sound investment.
More retirees are rising above the tax-triggering income threshold due to cost-of-living increases
Midweek <i>Breakfast with Benjamin:</i> Republicans ready to rule. Plus: What investors might expect, advice from Jack Bogle, the hits keep coming for Nick Schosch and Pimco's bad October.
Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.
This disease may be on of the biggest financial events in your family's life.
Investment advisers optimistic that Republican takeover of the Senate will create a better political atmosphere.
RCS Capital seeks to pull out of a $700M deal to acquire two Cole companies from American Realty Capital Properties, which last week <a href="//www.investmentnews.com/article/20141029/FREE/141029902/nicholas-schorsch-downplays-arcps-23m-accounting-debacle"" target=""_blank"" rel="noopener noreferrer">revealed a $23M accounting error</a>.
On Monday's <i>Breakfast with Benjamin</i> menu: Fund managers in a bind. <i>Plus</i> more trouble for Nicholas Schorsch? And Republicans looking stronger going into Election Day, stocks to consider with a GOP-controlled Congress, it's time to think about taxes already.
Launching its own online advice platform, Charles Schwab is aiming to make low-cost, web-based advice even cheaper, but some industry watchers say it could rankle advisers who keep assets with the custodian.
<i>Breakfast with Benjamin</i> - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.
