Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.
The rule is well past the tipping point, and the industry is forever changed regardless of the rule change.
PE-owned firm makes six deals in 13 months, pushing to $10B AUM
The arbitrators found that UBS and UBS Puerto Rico were liable for $7.983 million in compensatory damages and $1 million in punitive damages.
In a roll-back of post-Madoff change, requests will go through acting division director, say sources.
Attorneys are seeking a stay in the lawsuit brought by Thrivent Financial pending the results of a rule review requested by the president.
Digital advice platform will be available to more than 1,500 RIAs.
It's all too easy for financial advisers to find themselves unwittingly defined as custodians of their clients' assets.
Adviser finds novel tools at T3 conference to improve client experience and prospecting.
Though dwarfed in size by their bigger competitors, small custodians serve thousands of loyal RIA clients
Judge Daniel D. Crabtree granted summary judgment to DOL in a lawsuit filed by Market Synergy Group Inc., a Topeka insurance agency that develops fixed index annuities and other proprietary insurance products.
Among the names on the 2016 list of those bidding adieu was the U.K.'s foreign secretary, Boris Johnson.
Thirty-nine percent of millennials would rather disclose a preexisting sexually transmitted disease to a potential partner than reveal their debt.
President Donald J. Trump named R. Alexander Acosta as his new nominee for Labor secretary, the first Hispanic in his cabinet.
The firm allegedly engaged used an expensive proprietary fund to enrich itself at the expense of plan participants.
Plaintiff alleges plan participants would have paid at least $27 million less in fees if T. Rowe had selected cheaper, non-proprietary funds.
Putting together a new cost-benefit analysis could be tricky for DOL staff, who spent the last six years working on a regulation that already was assessed and has been upheld by three court decisions so far.
Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.
