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By Melanie Waddell, AdvisorOne |
May 10, 2012
The Boston Consulting Group released Thursday a review refuting FINRA’s cost estimates in assuming the role of an SRO for advisors, saying it underestimated costs and overestimated productivity.
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By Melanie Waddell, AdvisorOne |
February 21, 2012
Industry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.
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By Melanie Waddell, AdvisorOne |
February 1, 2012
Department says it is working on cost-benefit analysis for reproposal to ‘get this rule right’
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By Melanie Waddell, AdvisorOne |
January 9, 2012
Department says it is working on cost-benefit analysis for reproposal, to “get this rule right."
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By Melanie Waddell, AdvisorOne |
November 21, 2011
President Barack Obama signed on Monday a bipartisan bill that repeals the 3% Withholding Tax mandate enacted in the Tax Increase Prevention and Reconciliation Act of 2005.
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By Melanie Waddell, AdvisorOne |
November 11, 2011
The Senate on Thursday passed, 95-0, the bill to repeal the 3% withholding that the full House approved on Oct 27.
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By Melanie Waddell, AdvisorOne |
October 31, 2011
The full House on Oct. 27 passed a bipartisan bill to repeal a 3% withholding tax mandate that would adversely affect advisors and their clients that do business with local, state or federal government entities.
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By Melanie Waddell, AdvisorOne |
August 24, 2011
Two of the nation’s top regulators—Mary Schapiro and Phyllis Borzi—continue to face a barrage of criticism over their decision to do what they believe is best for investors: expanding the definition of who’s a fiduciary.
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By Melanie Waddell, AdvisorOne |
August 4, 2011
Advisors are taking their objections to the DOL's controversial rule amending the definition of fiduciary straight to the White House.
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By Staff Writer |
June 1, 2009
? The Financial Planning Coalition--CFP Board of Standards, National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA)--has issued a call for...
