Danielle Reed |
Tax and retirement are “two issues critical to our members and the hardworking clients they serve,” according to FSI President and CEO
Tax-related issues the organization will now be addressing include taxation of small businesses, the tax-advantaged status of certain assets or accounts such as variable annuities or IRAs, anything related to new taxes or lowering the tax burden on financial services, and tax reform, says
FSI in recent months has focused on issues including advocating for a fair uniform fiduciary standard and for members’ rights to earn commissions on IRA advice. The advocacy group, established in
Lewis has more than a decade of experience in
—
Copyright: | (c) 2012 Financial Planning. All rights Reserved. |
Source: | Source Media, Inc. |
Wordcount: | 259 |
Barclays Lands Wealth Manager from Morgan Stanley
Servicers Fear Steeper Compliance Costs
More Articles