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Small caps may turn mighty, strategists say
RIAS RIA NEWS NOV 27, 2019
Small caps may turn mighty, strategists say

Improving economic data and bullish technical signals could give a boost to shares.

Watch out for the New Year IRA rollover tax trap
RIAS RIA NEWS NOV 26, 2019
Watch out for the New Year IRA rollover tax trap

Sixty days before year-end is the rollover danger zone!

Ameriprise hybrid managing $350 million moves to LPL
RIAS RIA NEWS NOV 26, 2019
Ameriprise hybrid managing $350 million moves to LPL

Seven-adviser team at Canal View Financial Advisors is based in Pittsford, N.Y.

Fed's Powell says U.S. economy's glass is 'more than half full'
RIAS RIA NEWS NOV 26, 2019
Fed's Powell says U.S. economy's glass is 'more than half full'

Fed chairman signals that interest rates will probably remain on hold.

Richest of rich are no longer Holy Grail for Credit Suisse
RIAS RIA NEWS NOV 26, 2019
Richest of rich are no longer Holy Grail for Credit Suisse

Clients with assets of around $20 million or less to be moved into newly created subdivision.

Schwab muscles its way to the top of a zero-fee world
RIAS RIA NEWS NOV 26, 2019
Schwab muscles its way to the top of a zero-fee world

The deal to acquire TD Ameritrade caps a year of off-again-on-again negotiations.

Charles Schwab to buy TD Ameritrade
RIAS RIA NEWS NOV 25, 2019
Charles Schwab to buy TD Ameritrade

Deal announced Monday will bring Schwab another 12 million client accounts, $1.3 trillion in assets and roughly $5 billion a year in revenue.

IRS says 2017 estate tax benefit will apply beyond 2026
RIAS RIA NEWS NOV 25, 2019
IRS says 2017 estate tax benefit will apply beyond 2026

Millionaires who make large gifts while the exemption is in place will not see the benefit disappear if they die after the overhaul expires.

The worse value stocks perform, the more Rob Arnott likes them
RIAS RIA NEWS NOV 22, 2019
The worse value stocks perform, the more Rob Arnott likes them

The current disparity between value and growth stocks is a good setup for a recovery, he says.

Trump tax cut sets off boom in taxable munis
INVESTING FIXED INCOME NOV 22, 2019
Trump tax cut sets off boom in taxable munis

Once sleepy corner of municipal bond market has seen issuance double this year