Asset Location Is as Important as Asset Allocation
The author says a common, established product can help clients both with volatility and with taxes. Source link […]
Quiz: Do You Know These Social Security Facts?
Test your knowledge on Social Security claiming strategies, spousal benefits and estate implications. Source link […]
Franklin Templeton Launches New Tool for Advisors: Portfolio Products
Also, Invesco expands its lineup of Defined Maturity Bond ETFs. Source link […]
Cutting 'Wasteful Drugs' Could Save Employers $6 Billion: PBGH
A group for pharmacy benefit managers says the analysis was based on limited data. Source link […]
Why Planning-Led Advisors Are Better Positioned in a Pandemic
When the stock market plummeted as a result of COVID-19 and the economic uncertainty it created, financial advisors saw an uptick in the number of investment-focused clients looking for advice. Source link […]
How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based Portfolios
Big firms are using AI and machine learning to help clients build individualized portfolios that align with their values. Source link […]
10 Biggest U.S. Banks: 2020
These are the U.S.-based banks with the most assets, according to ADV Ratings. Source link […]
What New Jersey's Tax Hike on Millionaires Means for Clients
More states will likely follow New Jersey’s lead. Here’s what tax planners suggest. Source link […]
IRS Finalizes Last Set of 100% Bonus Depreciation Rules
The deduction applies to property acquired and placed in service after Sept. 27, 2017; IRS also issues regs on estates, non-grantor trusts Source link […]
Commonwealth Financial Has a New Look
Blue and gray are out, along with the six pyramids that used to be in its logo. Source link […]