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Top Stories

May 24, 2019

A Message From the Editor

Good morning! We're going to deliver the Top Stories newsletters on Sundays at 8:00 AM instead of 6:00 PM for awhile and see if that works better for everyone. Happy reading.

– Ronald Pechtimaldjian


New Retirement Bill Would Boost RMD Age to 75

By Melanie Waddell

The bill would also make it easier for workers to save for retirement while repaying student loans. Read More

Expert Opinion

Who's Responsible for Your Parents' Nursing Home Cost? It's Not Who You Think

By William H. Byrnes | Robert Bloink

You better find out what your state's laws are, but regardless, start looking into LTC plans. Read More


Here's When the Government Now Thinks You'll Die

By Allison Bell

If you're under 35, your time might arrive a little earlier. Read More

Best Practices

10 Ways to Appear Wealthy

By Bryce Sanders

You don't have to have an expensive car, boat and art collection to pass as rich — but a high-end watch or bag... Read More


Goldman to Buy United Capital for $750M

By Janet Levaux

The new owner, which has $500 billion in wealth assets under supervision, expects the deal to close in the third quarter. Read More

Save the Date

Bank & Capital Markets Tax Institute 2018

Join us at Bank & Capital Markets Tax Institute 2018 in Lake Buena Vista, Florida, on Nov. 7-9 for the must-attend event for all forward-thinking bank tax professionals. Learn More


The Benefits of Owning Municipal Bonds

Sponsored by: Gurtin Municipal Bond Management, a PIMCO company

If your clients aren’t already investing in municipal bonds, it might be time to start. Use this tool to show them the potential of this type of investment vehicle. Learn More

How to Build Trust & Deepen the Conversation with Investor Clients

Join this complimentary webcast on May 30 to learn how to best develop a strategy for your client experience that results in a tailored approach ultimately building trust and deepening your conversations with clients. Learn More

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