Practice

They can help reduce the tax drag of required minimum distributions.

Navigate Fund Solutions has worked on two tracks to promote adoption of NextShares with asset managers and broker-dealers simultaneously. The firm is satisfied with its penetration into asset managers, with $600 billion in assets under management already.

Participants in the $23 trillion U.S. stock market have become more vocal about structural changes they’d like to see after the trading turmoil on Aug. 24.

Bankers are increasingly concerned that an optional cybersecurity assessment tool released by regulators this summer could soon become mandatory.

They can help reduce the tax drag of required minimum distributions.

The first piece of advice for elderly clients is one of the most basic--reduce spending; Plus, when should retiring parents have 'the talk' with their children?

If avoiding taxes just attracts the IRS, it defeats the purpose.

If avoiding taxes just attracts the IRS, it defeats the purpose.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.