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No CEO and no plan in sight for Wells Fargo
RIA NEWS APR 03, 2019
No CEO and no plan in sight for Wells Fargo

The next chief executive faces a daunting challenge, with more than a dozen investigations targeting the bank.

Top Democrat proposes revival of plan to eliminate capital gains loopholes
REGULATION, LEGAL & COMPLIANCE APR 03, 2019
Top Democrat proposes revival of plan to eliminate capital gains loopholes

Plan would require wealthy investors to pay capital gains tax on appreciation of their assets each year.

Illinois governor pushes to replace flat tax
REGULATION, LEGAL & COMPLIANCE APR 02, 2019
Illinois governor pushes to replace flat tax

The billionaire Democrat joins list of others calling for higher taxes on the wealthy.

Fidelity says retirees can expect to spend $285,000 on health care
RETIREMENT PLANNING APR 02, 2019
Fidelity says retirees can expect to spend $285,000 on health care

Annual study says total estimated cost has risen more slowly in past two years.

Is volatility coming?
EQUITIES APR 02, 2019
Is volatility coming?

The market rally is likely to be upended given the many potential macroeconomic and geopolitical flash points.

Socially responsible investments reach $30.7 trillion
RIA NEWS APR 01, 2019
Socially responsible investments reach $30.7 trillion

Climate change has become a leading issue for investors worldwide.

Demand for growth stocks produces record inflows for ETF
EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

Wells Fargo shakeup receives mixed reaction from Wall Street
RIA NEWS MAR 29, 2019
Wells Fargo shakeup receives mixed reaction from Wall Street

Here's what analysts are saying.

Steward Partners adds two advisers, $212 million in assets
RIA NEWS MAR 29, 2019
Steward Partners adds two advisers, $212 million in assets

Nick Fiegoli joins New York office; Dennis Reynolds in Paramus, N.J.

JPMorgan reportedly cutting hundreds of jobs in asset, wealth unit
PRACTICE MANAGEMENT MAR 28, 2019
JPMorgan reportedly cutting hundreds of jobs in asset, wealth unit

The bank employed nearly 24,000 people in asset and wealth management at the end of last year, 4% more than in 2017.