New York Close to Fixing State's Charitable Gift Annuity Glitch
Most states use rate guidelines developed by the council. The New York Rate Rules In 2020, the New York State...
life insurance
Fed Officials Say Higher Rates Needed to Reach 2% Inflation
Three Federal Reserve officials on Monday said policymakers will need to raise interest rates further this year to bring inflation...
What is ESG investing, and is it right for you?
Learn about investing in companies based on environmental, social, and corporate governance, and whether that strategy makes sense for your...
FINRA Sends More Remote Office Updates to SEC
The Financial Industry Regulatory Authority has filed to further amend its Residential Supervisory Location plan to include more stringent eligibility criteria....
April Rudin on Threads: 'Look Before You Leap!'
Many advisors are likely to sit on the sidelines for now when it comes to using Threads, the new social...
1 in 6 Asset, Wealth Managers Likely Gone by 2027: PwC
What You Need to Know A new PwC report says that 16% of asset managers will be gone or absorbed...
IRS Issues New Guidance on Stock Buyback Tax
The Internal Revenue Service has released new transitional guidance on when to report and pay the 1% stock buyback tax...
To Hedge Against Estate Tax Exclusion Changes, Try Disclaimers
What You Need to Know The Tax Cuts and Jobs Act doubled the estate tax exclusion in 2018. In 2026,...
United States May Have Suffered 16,500 Extra Deaths in June
The very earliest U.S. mortality numbers suggest that the total number of deaths increased 8.7% between June 2019 and June...
BofA Stock Indicator Sees S&P 500 Surging 16%
Wall Street’s outlook for U.S. stocks remains near a six-year low even after surging last month, a contrarian sign that...
