This content is from: Portfolio A Gift Is as Good As a Buck, Says SCOTUS The U.S. Supreme Court sides with the prosecutors in an insider trading ruling, reversing gains made by a recent New York circuit court decision. By Imogen Rose-Smith December 07, 2016
This content is from: Corner Office Anthony Kennedy and Post-Scalia SCOTUS Lay Down ERISA Law The court’s ruling in Gobeille v. Liberty Mutual Insurance Co. sets precedent in how ERISA affects state-level benefits plans. By Anne Szustek March 01, 2016
This content is from: Corner Office Obama Sides With Investors on 401(k) Fiduciary Standard, Fees President Barack Obama’s administration is pushing for financial advisers to recommend plans that are in clients’ best interests. By Kaitlin Ugolik March 23, 2015
This content is from: Corner Office Over the Rainbow: LGBT Couples Present an Opportunity for RIAs Now that the U.S. Supreme Court has legalized gay marriage throughout the U.S., financial planning for same-sex couples will be easier. By Anne Szustek December 11, 2017
This content is from: Portfolio Daily Agenda: Carney Enters the Brexit Debate Tory MP charges central banker with playing politics; Japanese GDP data confirm contraction; China trade data disappoints. By Andrew Barber March 08, 2016