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Hedge funds are waking up to redemptions
Breakfast with Benjamin: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.
Giving the missing link to retirement happiness?
Zuckerbergs' generous philanthropic announcement may spark client conversations about donating time and money, which research shows can boost retiree fulfillment.
Don’t delay on file and suspend Social Security claims
As the Social Security Administration's appointment backlog builds, consider filing online.
Top questions about new Social Security claiming rules
Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from InvestmentNews readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.
Advisers need to stay on top of tax game as IRS eyes audits for millionaires
The tax collection agency may re-evaluate high-income taxpayers and expand to ultra high net-worth
Senate Finance Committee OKs changes to college savings plans
Senate committee to approve measure loosening rules for 529 plans.
How advisers can help lessen the impact of the alternative minimum tax
High-earning clients likely to be caught up in the tax code's confusing alternate universe.
Financial markets brace for fallout from the Paris terror attacks
Breakfast with Benjamin: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.
How to avoid becoming a tax scam victim
Breakfast with Benjamin: After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.
When living on Social Security won’t cut it
Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.
The foreign investment tax advisers should pay attention to
Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.
Software companies race to update Social Security advice
Industry leaders ready with new guidance while others play catch up.
Cutting clients’ tax liability becomes top of mind for advisers as tax season opens
InvestmentNews webcast panel says charitable giving, mutual fund capital gains distributions and RMDs key issues to cover.
Michael Kitces breaks down the Social Security claiming changes
This matrix details who is affected and which strategies are altered.
NBA’s Tim Duncan files a second lawsuit against his financial adviser
Breakfast with Benjamin: The NBA star is claiming to have lost $1.1M by being invested in a bankrupt cosmetics company.
BlackRock launches retirement income calculator
Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.
Advisers rethink retirement plans amid Social Security changes
Advisers will be looking for ways to make up for a retirement income shortfall.
How to help as 2 Social Security claiming strategies exit
Advisers undoubtedly are going to have to deliver some bad news, but not delivering it would be even worse for clients.
Year-end tax planning strategies advisers should be considering
With only two months left in the year, there are some tax strategies advisers should consider to reduce their clients' tax bills.
Technology can help advisers manage mutual fund capital gains taxes
Hit this year could be big as many client portfolios are down and funds project steep distributions.
