December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 16, 2024
World’s Biggest Solo Stock-Picker Is Having Best Year Since 1991Fidelity's $155 billion Contrafund, managed by Will Danoff, has returned 41% so far in 2024.
December 13, 2024
Slott, Levine: Here's What Happens to the HSA When a Client DiesSpouses have more flexibility than other inheritors with respect to these accounts, the retirement and tax experts say.
December 13, 2024
These Tax Policies Are Ripe for Change in 2025Professors Bloink and Byrnes dissect the realities of Trump's tax promises and some potential means of paying for them.
November 22, 2024
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered QuestionsThe strategy offers both big promise and big regulatory questions that remain to be answered.
November 15, 2024
A Better Way to Coach Clients (and Their Children) Through College EnrollmentThe pressures of planning for higher education costs can trigger less-than-rational decision making.
November 01, 2024
15 Views on What to Drink on Election NightHere's what some top beverage experts will be drinking on Nov. 5, whether their team is triumphant or experiences a loss.
October 22, 2021
The Democrats' Medicare StandoffThe author makes the case that it will limit health care options for American seniors.
September 24, 2021
VIP Views on Today's Top Planning IssuesExperts weigh in on the pandemic's impact, as well as the latest portfolio, retirement and tax issues.
August 27, 2021
The LUMINARIES Class of 2021: Diversity, Inclusion & Thought LeadershipWe're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.