Top Retirement Trends Stories
Gifting stock to family members: What to know
By Roger WohlnerSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
News and analysis about trends that affect retirement advisors include the changing workforce demographic, the public's awareness of fiduciary duty, the retirement crisis, the move to MEPs, and the use of robo-advisors. Experts in finance, aging, demographics and retirement policy as well as technology and social media help to round out news you can use about the trends affecting the retirement industry.
Such gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.