Munis

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

Data reported by the Investment Company Institute.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

June, July, and August are projected to reach new highs, generating more than $100 billion of proceeds from called and maturing bonds.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.

A FINRA panel ordered the wirehouse to pay damages to two former clients who invested in Puerto Rican municipal bonds and closed-end funds.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.