What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'
What’s a GRAT? Summarized simply, GRATs allow the grantor to freeze the value of their estate while transferring any future...
life insurance
This Is Where Advisor Growth Is Happening Now: Dynasty Execs
What You Need to Know The company's financial professionals support nearly $90 billion in assets via a core technology platform....
Republicans Call for Raising Retirement Age
The largest caucus of House Republicans called for an increase in the Social Security retirement age Wednesday, setting up a...
S&P Tops 5,200 as Fed Backs Rate-Cut View
What You Need to Know The Fed move suggests the bank isn't alarmed by a recent inflation uptick. Wall Street...
HSA Planning After 55: What Your Clients Might Not Know
What You Need to Know Clients 55 and older can make annual catch-up contributions to HSAs. After 65, they can...
Fed Pencils In 3 Rate Cuts in 2024
Fed officials have emphasized the projections are not a predetermined plan, and that the individual forecasts are subject to change...
9 Ways Women and Men Invest Differently
Start Slideshow A white paper released this week by Arnerich Massena, an independent advisory firm, explores research about how investment...
Caprock Scoops Up $2.2B Boutique Advisory Shop
Caprock, a multi-family office RIA firm, announced this week the acquisition of Grey Street Capital, a Chicago-based boutique advisory firm with $2.2...
LPL Merges Two Investment Management Programs
Following the consolidation, SAM program clients will pay LPL transaction charges for the purchase and sale of certain securities in...
Focus Financial Taps Flourish for Held-Away Cash Management
Focus Financial Partners and the fintech platform provider Flourish have announced a new partnership that will bring Flourish’s cash management...
