How the Rising RMD Age Could Affect Your Clients
By Roger WohlnerOne group of retirees is particularly likely to change behavior as the RMD age rises, a study found.
March 09, 2021
Is a 4% Withdrawal Rate 'Just Right'? It Depends.Morningstar's Amy Arnott and Maciej Kowara ran a simulation to see how the 4% rule stands up to current market return expectations.
February 25, 2021
Reddit GameStop Squeeze Is a Game ChangerOne outcome of the GameStop incident could be the SEC moving to a T+1 settlement date for securities transactions.
February 25, 2021
What if Walmart Launches a Robo-Advisor?The fact that wealth management is a highly regulated industry may protect it from this threat for now, but likely not forever.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 22, 2021
Student Loan Debt Relief: Recent Changes Advisors Should KnowThe CARES Act and other legislation brought payment suspensions, interest waivers and other forms of relief for borrowers.
February 21, 2021
Creative Planning CEO: Biden's Capital Gains Tax Plan Could Kill Model PortfoliosAn increase in the capital gains tax could "dramatically change investment decisions" advisors make, Peter Mallouk tells ThinkAdvisor.
February 21, 2021
What's on Gary Gensler's To-Do List?GameStop, Reg BI, a Bitcoin ETF ... the list goes on for the SEC chair nominee. Industry experts read the tea leaves on which comes first.