Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.
Community banks are starting to regain some traction when it comes to bringing in fees from deposit accounts. The Federal Reserve Board dealt banks a setback in July 2010 with Regulation E, requiring customer permission for enrollment in overdraft programs. It wasespecially harsh on smaller banks, ...
Cynthia Friedlander has been named director of fixed income regulation in the member regulation division of the Financial Industry Regulatory Authority, FINRA announced Thursday.
So what are three elements that are going to shape the mutual fund landscape in 2013? The answer lies in regulation, exchange-traded funds and operational outsourcing, according to a report from Deloitte.