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Sponsors can bill the products however they’d like, but the bar to proving they work as advertised is high.
December 14 -
Some brokerage firms are concerned that the tax overhaul could spur their employee advisors to set up their own shops or switch firms to lower their tax bills.
December 14 -
Industry experts offer their forecasts for leading trends in the coming year.
December 12 -
Many deductions are likely to disappear if Congress passes the reform bill into law.
December 8 -
Improved prospects for tax legislation propelled the latest boost in equities.
November 30 -
Contributions and grants have recently reached record highs.
November 30 -
The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.
November 27 -
Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.
November 27 -
“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.
November 27 -
Retirement location "matters just as much to your tax bill as what you have,” an expert says.
November 17