IAW News

IAW News

Ultra Wealthy More Involved Following Recession

In the aftermath of the 2008 financial crisis, investors with more than $5 million in investable assets are seeking to simplify their portfolios and be more active in managing their finances, reports Financial-Planning.com.

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Tax Overhaul May Involve Higher Investment Taxes

 

Orrin Hatch, the top Republican on the Senate Finance Committee, recently acknowledged that higher investment taxes are going to be considered as part of a reform initiative that seeks to lower income taxes, reports Politico.com. Read more...

Advisors Favor iPads Over Laptops

Financial Advisors Use iPads

Among respondents to a recent Booz & Company survey of financial advisors, 80% say they are using an iPad instead of a laptop when out of the office, reports Wealth Management.

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