News

IRS extends time for $500 per child stimulus payments

An estimated 9 million people haven't yet received Economic Impact Payments provided under the CARES Act.

IRS extends time for $500 per child stimulus payments

An estimated 9 million people haven't yet received Economic Impact Payments provided under the CARES Act.

Addressing the 10-year hitch in pretax retirement plans

The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns

Addressing the 10-year hitch in pretax retirement plans

The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns

Gold in the Time of COVID-19

A deep dive into the production and consumption of gold.

Gold in the Time of COVID-19

A deep dive into the production and consumption of gold.

The under-the-radar 401(k) tax benefit every planner should be trumpeting to clients

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

The under-the-radar 401(k) tax benefit every planner should be trumpeting to clients

There’s a significant opportunity for advisors to help their non-business clients, earn some new ones — and it can be taken advantage of right now.

IRA eligibility changes for 2021: IRS

The thresholds will all rise, according to the IRS.

IRA eligibility changes for 2021: IRS

The thresholds will all rise, according to the IRS.

Newer ETFs to Buffer Your Portfolio from Volatility

There are now about 80 ETFs that provide a defined outcome with downside protection and capped upside found in structured products, but with the tax and liquidity benefits of an ETF.

Newer ETFs to Buffer Your Portfolio from Volatility

There are now about 80 ETFs that provide a defined outcome with downside protection and capped upside found in structured products, but with the tax and liquidity benefits of an ETF.

SEC reportedly shelving proposed change to stock reporting threshold

Under the rule change, only managers with at least $3.5 billion in equities would have had to publicly report their holdings, up from the current $100 million threshold

The post SEC reportedly shelving proposed change to stock reporting threshold appeared first on InvestmentNews.

Wells Fargo exploring $1 billion-plus corporate-trust sale

The bank is also considering whether to unload its $10 billion student-loan portfolio

The post Wells Fargo exploring $1 billion-plus corporate-trust sale appeared first on InvestmentNews.

DriveWealth Raises $56.7M in Series C Funding Round

The funding round included new players such as Fidelity International Strategic Ventures and Muoro Capital.

DriveWealth Raises $56.7M in Series C Funding Round

The funding round included new players such as Fidelity International Strategic Ventures and Muoro Capital.

AIG to split off life insurance and retirement unit, names new CEO

Peter Zaffino, currently the company's president, will succeed current CEO Brian Duperreault March 1

The post AIG to split off life insurance and retirement unit, names new CEO appeared first on InvestmentNews.

Charles Schwab cuts 1,000 employees post-TD Ameritrade deal

The company said no additional layoffs would take place this year, but it left the door open to future staffing changes at the newly combined enterprise.

Charles Schwab cuts 1,000 employees post-TD Ameritrade deal

The company said no additional layoffs would take place this year, but it left the door open to future staffing changes at the newly combined enterprise.

Brokers generally ‘meeting their obligations’ on Reg BI: Clayton

Advisory firms should provide more details to reps on how to comply with the new rules, said SEC staff members

The post Brokers generally ‘meeting their obligations’ on Reg BI: Clayton appeared first on InvestmentNews.