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Wealth management

Forward momentum

Forward momentum
Retirement scan

Clients can now make IRA contributions at any age. But should they?

Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.

By Paola Peralta

February 14
Lawsuits

PNC ordered to pay $2.4M to former employee in sexual harassment case

The wealth manager claimed bank management knew a customer had a history of sexual harassment, but allowed him to continue doing business at the branch anyway.

By Sean Allocca

February 14
Career moves

After headcount dips, Ameriprise hires $234M father-son team

The former Cetera advisors joined the firm’s employee channel.

By Paola Peralta

February 14
Investment technology

Spending that counts: Getting your RIA tech budget right

“When you mess with everybody’s day to day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.

By Andrew Welsch

February 14
ESG

Advisors clash on fossil fuel strategies

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

By Joseph Lisanti

February 14
Asset management

Climate skeptic asset managers face pressure to reveal donations

While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.

February 14
Retirement scan

Here’s how clients can beat the IRA tax burden for their heirs

A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."

By Paola Peralta

February 13
Client communications

Will coronavirus have a material impact on client portfolios?

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

By Earl Carr

February 13
Tax laws

How changes to RMDs can boost your client's income

The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.

By Jeffrey Levine

February 13

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