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The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7
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Sharla St. Rose is vice president of voluntary benefits at NFP Corporate Services in New York.
January 7
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The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple.
January 7
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The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.
January 7
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The advisor was charged with overbilling clients by hundreds of thousand of dollars and diverting millions from the company’s payroll to his own account.
January 7
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The changes are the firm's latest steps in a broad reorganization of its wealth management business since it hired Iqbal Khan from rival Credit Suisse.
January 7
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For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.
January 6
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Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.
January 6
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