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December 2, 2016

Wells Fargo Will Keep Commission-Based IRAs
Firm moves ahead assuming the DOL rule will go into effect in April.
Trump Treasury Pick: No “Absolute” Tax Cut for Wealthy
Claim that tax benefits will go mostly to middle-income earners contradicts analysis of Trump’s tax proposals.
LPL Advisor Charged over Annuity Sales
Advisor allegedly resold the same variable annuity over and over.
Insurance Takes Center Stage for Baby Boomers
White paper claims legacy trumps wealth accumulation for such clients, which comes with added risks.
When Couples Disagree, Find a Unifying Value
How a clever charitable-giving solution brought calm to a feuding couple.

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