Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed
Position yourself to effectively address clients’ evolving needs and expectations
Despite the downward trend, European regulators stressed that costs remain an important consideration
The median solvency ratio decreased slightly after eight straight quarterly improvements
Private equity, infrastructure, real estate helped contribute to returns
Private assets, systemic leverage added to performance
Active equity and bond funds generally outperformed passive funds for the year
According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500
Asset-allocation ETFs aren't flashy or headline-grabbing, but they deliver consistent performance
A Morningstar study suggests how investors can improve their outcomes