Bachus bill denounced at TD Ameritrade conference; momentum shifting?
Many advisers say their greatest allies in learning more about the products and closing sales are their own broker-dealer and the carriers themselves.
GOP presidential nominee Mitt Romney and his running mate, Wisconsin Rep. Paul Ryan, seem determined to avoid talking about details of their tax plan during the fall campaign, creating a vacuum that their opponents are happy to fill with attacks and that retirement-savings advocates can fill with worry. Retirement-savings tax deferrals also could be on the chopping block to pay for the GOP ticket's goal of reducing tax rates across-the-board.
How Social Security calculates spousal benefits. It's more complicated than you think.
As summer winds down and the presidential election looms, financial advisers' thoughts must turn to 2013 tax investment planning for their clients.
Over the past 12 months, investors have poured about $3 billion into currency mutual funds, according to Morningstar Inc.
Advisers urged to get proactive as exclusion could drop to $1 million, from $5 million
The SEC has called on advisers to become more familiar with hedge funds and learn how to keep on top of that constantly changing universe.
At their party conventions, Democrats put the wealthy squarely in the cross hairs for tax hikes, while Republicans promoted tax cuts for all income levels.
Deciding whether to affiliate directly with a broker-dealer or join an existing OSJ involves evaluating factors in your own business, including finances, culture and contractual relationships
