MARCH 17, 2018

DOL FIDUCIARY RULE

Court of Appeals Vacates DOL Fiduciary Rule

Diana Britton

The Fifth Circuit Court of Appeals argues the Department of Labor lacked the statutory authority to promulgate the rule; a major victory for the brokerage industry.

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TRUMP TAX REFORM

Ten Takeaways from the Tax Reform for HNW Individuals

Michael Bruno, Steven Hadjilogiou, Daniel Hudson, Abrahm Smith and Paul DePasquale

The good, the bad and the GILTI.

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SPONSORED CONTENT

The Truth About Cybersecurity

Sponsored by United Planners Financial Services

What firms can do to reduce the risk of cyber attacks.

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RETIREMENT PLANNING

Employee Benefits Post Tax Reform

Mark Miller

The trend toward de-risking continues.

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HIGH NET WORTH

Passports Are Now Valuable Commodities

Buying desirable citizenship is all the rage among the UHNW.

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PHILANTHROPY

A Case of Giver’s Remorse

Anna Sulkin

The Thomas L. Pearson and The Pearson Family Members Foundation sues to void a $100 million gift to University of Chicago.

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RETIREMENT PLANNING

Cutting Last Year’s Tax Bill Today

Kevin McKinley

There’s still time to cut clients’ 2017 income taxes.

FULL ARTICLE

BUSINESS PLANNING

The Markings of a True Destination RIA

Matt Brinker

The decisions we make over the next five years will radically shape our ability to compete, and even survive.

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ADVISOR CHANNELS

Schwab: Valuations of Independent Firms Higher Than Wirehouses

Diana Britton

The cash flow and enterprise value of an independent advisory are better than a wirehouse.

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PROSPECTING

New Research: Debunking the Affluent Minimum Myth

Matt Oechsli

At least half of the $1 million+ clients didn't start out that way.

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RETIREMENT PLANNING

Tax Reform’s Implications for Retirement Plans

Ed McCarthy

It’s a mixed bag.

FULL ARTICLE

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