At House hearing, neither Dems nor Republicans seemed eager to tinker with main selling point of 401(k)s and IRAs.
By Mark Schoeff Jr.
Tax breaks for retirement savings plans emerged unscathed from a House hearing Tuesday that focused on …
Laura Saunders on The News Hub shows how you can invest in relatively exotic assets, from cattle to condominiums, in your retirement account while shielding the proceeds from taxes – and how to avoid getting tripped up. After you’ve watched …
The Kingdom Trust Company was mentioned in the Business Section of this Saturday’s edition of The Wall Street Journal. The article highlighted the developing interest in self-directed IRAs and the variety of investments one can hold in such an IRA. …
The Kingdom Trust Company recognizes the needs articulated in the following article and stands ready to assist family offices and other private advisers as either an independent qualified custodian or as a Trust Company solution to their registration issues.
Decisions …
Jeffrey E. LaGueux , Daniel P. Ashe and Craig W. Dent
The Dodd-Frank Wall Street Reform and Consumer Protection Act (“Dodd-Frank”) significantly changed the law regarding required registration as an investment adviser pursuant to the provisions of the Investment Advisers …
There is no doubt that these are challenging times for Investment Advisers. The Dodd-Frank Act or the Wall Street Reform and Consumer Protection Act and the regulations promulgated under it along with the ones still to come (and they’re sure …
10 legislative and regulatory developments advisers need to know
By Mark Schoeff Jr.
January 4, 2012
1. Congress extends payroll tax deduction temporarily
After rejecting a Senate compromise to extend a payroll tax deduction for two months (HR 3630), House …
Here at Kingdom Trust, we are always looking for industry news and articles that would interest our customers. On December 29,2011, InvestmentNews published the article “The SEC’s Top 10 Tips for Investors,” and we wanted to share those tips with …
Adviser survey finds some upside in hand-holding of clients
December 23, 2011 12:54 pm ET
2011 has been a volatile, nerve-racking, sleep-deprived year for financial advisers, according to a year-end survey by the SEI Advisor Network.
“It’s …
Ten legislative and regulatory developments advisers need to know
By Liz Skinner
December 7, 2011
1. State regulators said they’ll help coordinate reviews (see story) among states for some midsize investment advisers who must switch to state oversight from Securities …
