The 2017 tax overhaul suspended the pre-existing Pease limitation that limited the value of itemized deductions for high-income taxpayers. This limitation did not apply to the medical expense ...

What it means: Advisors who want to know what the NAIC is doing about annuity sales rules, annuity issuer investment holdings, indexed universal life insurance product performance illustrations and ...

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to gui ...

Jeff DeMaso, who edits The Independent Vanguard Adviser newsletter and reported on the filing, said that the ETF "fills an obvious gap" and noted that BlackRock, through iShares, and State Street, via ...

The primary goal is "trimming immaterial requirements that burden the market" but don't benefit investors, Atkins said Thursday.

GeoWealth started working with Goldman Sachs Asset Management in October 2024. The aim has been to help RIAs "build open-architecture custom models through a total portfolio solution further ...

"Consumers no longer face the threat of losing access to their choice of professional financial guidance or retirement products due to a poorly crafted, unnecessary Department of Labor regulation," ...

Proper tax planning can mean hundreds of thousands more dollars for clients in retirement, the professor tells ThinkAdvisor.

Without rate cuts, "there's very little fuel to propel risk markets," Gundlach said.

The announcement follows Shannon Reid's departure to Osaic in December.

Fidelity has agreed to pay $2.5 million to settle a class action lawsuit over a 2024 data breach. A U.S. district judge in ...