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Tax Planning Articles
The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.
By later this year, a slew of nontransparent ETFs may be introduced.
Leading both parents and kids in student loan repayment strategies can improve everyone’s financial future.
President Barack Obama has been bashing companies that pursue offshore mergers to reduce taxes, but some of the people behind the deals are his biggest donors.
The number of Americans renouncing U.S. citizenship declined 13 percent in the final half year before rules that make it harder to hide assets from tax authorities came into force.
Michael Fenison thought he’d retire. instead he created a new model for planning with a major focus on the mass affluent.
Ruling on 60-day IRA rollovers startles some practitioners.
Advisors should learn how clients are being impacted by the Affordable Care Act. Here are three strategic tips.
Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.
Seventy-four percent of advisors want more resources to help communicate their value to clients, as many feel the need to justify their fees, says Russell Investments.
Financial Advisor Blogs
Portfolio Manager Insights
The pace of change is more rapid than it has been in the past few decades, which is causing disruption that impacts advisors' work and compensation. + Read more
No other book describes the psychology and pain of financial manias as well as this one, written by a film critic who fell into the 2000 tech speculation abyss, says Nick Murray. + Read more