Mother-and-son team in Jacksonville, Florida, will operate as Taras Wealth Management of Raymond James.
‘No compelling evidence’ of ESG’s impact on cost of capital, says Jim Whittington of Dimensional Fund Advisors.
“The key fundamental call we are focused on now is slowing growth, and our view that earnings estimates are too high,” says Morgan Stanley’s Michael Wilson.
But it says that Part B premiums are likely to fall in 2023 as a result of cost savings on Aduhelm, a drug to treat Alzheimer's.
Recent changes to financial aid rules will free grandparents to contribute to college savings plans without penalizing a grandchild's eligibility for federal money.
The measure will provide part of the foundation for the Senate companion bill to SECURE 2.0, which the House approved in March.
The moving target of potential debt forgiveness, coupled with an extended payment moratorium, has advisers reading the political tea leaves for direction.
Fitch Ratings noted that the rating affirmation reflected Advisor Group's "improving scale as one of the largest independent financial advisers in the U.S."
With stocks down and home prices up, retirees may want to consider a reverse mortgage for planning purposes.
Vise, a startup that provides advisers with custom indexing and automated portfolio management, is looking to boost growth by partnering with a new RIA aggregator.
Eric Satz, founder and CEO of Alto, says investors need to add alternatives to their retirement accounts, especially in the wake of the market’s carnage.
The firms named in the adviser's complaint go to 'corrupt and malicious lengths ... to keep their illicit profit mill churning,' according to the lawsuit.
Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.
Nora Jordan, Kay Madati and Chip Roame complete the asset manager's 11-person board.
Firm is seeking requests for information from minority-owned broker-dealers, as well as those owned by women, veterans and people with disabilities.
The acquisition, which will increase Westwood’s total assets under management by 32% to $18.4 billion, will add expertise in energy, infrastructure, real estate and alternatives.
Kevin Cooper heads Cooper Family Office Consulting of Raymond James in Boca Raton, Florida.
Age, work status and benefit amounts dictate which Social Security benefit to claim first.
Thirty-five percent of parents with adult children living at home have compromised their own savings or long-term goals, like retirement or housing, to financially help their kids, a Thrivent study shows.
The minutes confirmed support by most officials to continue such increases over at least their next two gatherings.
