Latest Issue Cover
Home » Financial Advisor » FA Magazine » Frontline News

Frontline News

1 2 3 4 5 6 7 8   [43]

Savers Still Think They Need $1.8M To Retire, Schwab Says

by

But their concerns about inflation and market volatility have eased.

Tax-Loss Harvesting In Volatile Market All About Timing, Advisors Say

by

Deciding what and when to sell isn't always easy, they say.

How To Invest Like Members Of Congress Who Won Big

by

These ETFs emulate the stock trades some congressional members have used to make hefty profits.

Is The U.S. Retirement Crisis Real? Depends On Whom You Ask

by

A PGIM survey suggests even $50,000 in savings can make all the difference in a retiree's outlook.

Edelman Sees Ethereum ETFs Driving Up Token Price Fivefold

by

The crypto advocate sees bitcoin and ether coins on a parallel upward trajectory over the next six years.

IRS To Crack Down On ‘Basis Shifting' Tax Avoidance By Business Partnerships

by

The agency aims to collect $50 billion more in taxes over the next 10 years from those who use the tactic.

Equity Market 'Laggards' Are Poised For Growth, Capital Group Managers Say

by

A resilient economy has set up subpar performers for future success, said equity manager Caroline Randall.

States Stepping Up Efforts To Tax Former Residents, Advisors Say

by

States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.

Inheritances Be Damned: Clients Want To Spend While They Can

by

After the pandemic, more clients are seizing the moment and putting their money to use before they die.

Arizona Advisor Spearheads Tax Law That Aids Retirees

by

Matthew Benson has helped enact state laws benefiting retirees on several fronts.

Vanguard Looks At Market Timing And Sees A Terrible Idea

by

Market timing leads to unnecessary losses, the company's research arm says.

Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds

by

The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

by

The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

by

They have big financial incentives to stay put in their homes, Redfin found.

A Biden Victory Favors Growth Stocks; Trump Would Benefit Value

by

Both candidates appear unlikely to address the federal debt time bomb.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

by

Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

by

Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Edelman Explains Why The Days Of Advisor Poaching Are Here

by

Meanwhile, Mariner's CEO sees advisors missing a huge opportunity.

Families Are Not Talking About Inheritance, New Study Finds

by

Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

How Bitcoin ETFs Boost Risk-Adjusted Returns

by

Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

1 2 3 4 5 6 7 8   [43]