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Fed will retain autonomy under Trump, says Quarles
INDUSTRY NEWS JAN 13, 2025
Fed will retain autonomy under Trump, says Quarles

Former Fed vice-chair says fears come from misunderstanding.

Top 10 best books on real estate investing
JAN 13, 2025
Top 10 best books on real estate investing

Discover the best books on real estate investing for US B2B professionals. Explore expert insights, strategies, and top titles to scale your real estate portfolio and maximize ROI

Vanguard 401k: A new investors guide to the basics
JAN 13, 2025
Vanguard 401k: A new investors guide to the basics

Is the 401(k) by Vanguard good enough for retirement planning, or should you recommend another provider? Know more here

Empower 401(k): A beginners guide to this 401(k)
JAN 13, 2025
Empower 401(k): A beginners guide to this 401(k)

Empower is one of the many 401(k) providers in the U.S. How is the Empower 401(k) different from the others and should you sign up?

You can maximize your HSA and Medicare benefits with this tactics
JAN 13, 2025
You can maximize your HSA and Medicare benefits with this tactics

Maximizing your clients’ Health Savings Accounts (HSA) and Medicare can be tricky. In this article, find out how you can help them balance both

A simple guide to social security survivor benefits that anyone can understand
JAN 13, 2025
A simple guide to social security survivor benefits that anyone can understand

Learn more about Social Security survivor benefits, how to apply, and why they are crucial for estate planning. A must-read for financial advisors

ETFs post blockbuster year in 2024, says SSGA
INDUSTRY NEWS JAN 10, 2025
ETFs post blockbuster year in 2024, says SSGA

Analysis reveals record annual inflows across multiple categories, though risks may be looming in the year ahead.

Kick-start the new year with these four financial resolution topics
OPINION JAN 10, 2025
Kick-start the new year with these four financial resolution topics

With people looking forward to fresh starts and new goals in 2025, it's a prime opportunity for advisors to share their expertise on some popular themes.

Blowout jobs report fuels Wall Street fear of ‘lose-lose’ market
INDUSTRY NEWS JAN 10, 2025
Blowout jobs report fuels Wall Street fear of ‘lose-lose’ market

Surging payrolls data and shrinking unemployment have disrupted hopes for a Fed rate cut-fueled bull market in 2025

Janney hails 2024 recruitment season with 27 advisor additions
BROKER DEALERS JAN 10, 2025
Janney hails 2024 recruitment season with 27 advisor additions

The broker-dealer giant's new hires last year added more than $4.3 billion in collective client assets to its private client group.

Wealth managers planning to add to ranks in 2025
PRACTICE MANAGEMENT JAN 10, 2025
Wealth managers planning to add to ranks in 2025

America added more jobs than expected in December. Likewise, RIA firms plan to step up hiring in the coming months.

Raymond James could be on the hook for $40 million in additional penalties
BROKER DEALERS JAN 10, 2025
Raymond James could be on the hook for $40 million in additional penalties

Company says the latest disclosure is not linked to off-channel communication issues.

Don't rub SALT cap expansion in US tax system's wounds, urges CRFB
TAX JAN 10, 2025
Don't rub SALT cap expansion in US tax system's wounds, urges CRFB

Analysis warns proposed $20,000 deduction for married couples would only add to projected $3.9 trillion revenue loss, among other consequences.

Dodge & Cox reveals CEO Dana Emery to step down
MUTUAL FUNDS JAN 10, 2025
Dodge & Cox reveals CEO Dana Emery to step down

The mutual fund giant's chair and chief executive is retiring after a lengthy 40-year tenure at the firm.

Wealth Enhancement Group tops $103B in assets with Ohio acquisition
RIAS JAN 10, 2025
Wealth Enhancement Group tops $103B in assets with Ohio acquisition

The RIA colossus adds to its still-growing national footprint with its fourth location in the state.

Captrust welcomes $300M Wealth Covenant Group
RIAS JAN 10, 2025
Captrust welcomes $300M Wealth Covenant Group

The independent wealth titan's latest acquisition in Houston expands its Texas presence into a dozen locations.

Tariffs, tax policies among biggest concerns for mid-market CEOs
INDUSTRY NEWS JAN 10, 2025
Tariffs, tax policies among biggest concerns for mid-market CEOs

Business leaders express are weighing potential financial impact.

Man denied chance to find $700M bitcoin fortune tossed in the trash by ex
INDUSTRY NEWS JAN 10, 2025
Man denied chance to find $700M bitcoin fortune tossed in the trash by ex

Claimant wants to excavate a landfill facility to search for hard drive.

Anxious markets weak ahead of US payroll data
INDUSTRY NEWS JAN 10, 2025
Anxious markets weak ahead of US payroll data

Investors pause for signals on economic strength, Fed rates.

US jobs data expected to support Fed narrative
INDUSTRY NEWS JAN 10, 2025
US jobs data expected to support Fed narrative

Official data due Friday likely to show resilient labor market.