Portfolio

The right strategy can put them “in the 0% tax bracket,” an expert writes.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.

As investment management becomes a supporting service, software providers are facing disruption.

“We’re going from a Civic to a Cadillac,” advisor says of the move.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Advisors should consider how they are preparing for a rising rate environment.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”

The firm had strong net inflows to its U.S. Income Fund as well as strategies including long duration and income.

Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.