Many planners and clients are navigating extreme uncertainty in tax strategy this year, with numerous tax cuts due to expire by the end of 2012. The good news: there are a lot of well-honed methods — some better known than others — for lowering tax bills no matter what Congress does. Financial Planning’s Ann Marsh talked with five planners about some strategies they’re using, and here’s an interactive
Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.
Citizens Financial said long-time Morgan Stanley leader Paul Casey will spearhead its wealth, private banking units as part of a larger expansion in advisory services.
Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
The New York megabank is working to deploy artificial intelligence as it seeks to make its own operations more efficient. Solomon also sees an "unprecedented" opportunity in financing clients' needs as they invest in AI.
Executives say the results show the wisdom of the firm's deliberate decision to focus on high net worth clients.
Even as ETFs in general enjoyed a bullish month, some funds lost billions of dollars. Here are the bottom 20.
