FA News

Is DOL Rule Compliance Stunting Financial Industry Growth?

by

Financial professionals have been busy preparing for the DOL rule, perhaps at the expense of growth, a new survey suggests.

Trust Law Loopholes That Can Make Or Break Your Client's Divorce Settlement

by

Two recent court cases involving trusts and divorcing couples highlight the need for careful estate planning.

Goldman, Barclays See 'As Good As it Gets' Global Growth Of 4%

by

Goldman Sachs and Barclays economists are the most bullish in predicting global growth will reach 4 percent next year.

The Paid Sick Days Bill That Even Big Business Supports

by ,

Eight states and 32 local governments now regulate sick days, but a proposed law would shift authority to Congress.

Trump Tweets 'I Don't See a Deal' To Keep Government Open

by

If Democrats and Republicans do not reach a deal on spending by Dec. 8, the federal government could face a partial shutdown.

Credit Suisse CEO Says Staff Shouldn't Expect Big Comp Increases

by , ,

Credit Suisse was among the few banks to increase its bonus pool for last year.

U.S. Tax Cuts In 2018 Would Give GDP Temporary Boost, OECD Says

by

The projection contrasts with Trump's assertion that the tax plan will result in sustained growth of 3 percent or higher.

Novogratz Says Crypto Will Be Biggest Bubble Of Our Lifetime

by ,

But he's still starting a $500 million fund to investing in cryptocurrencies.

DOL Issues Final Rule Delaying Best-Interest Measures For Retirement Plans

by

DOL fiduciary requirements won’t be in force for 18 months, derailing reform, say critics.

Even Teenagers Need Estate Plans, Says Edelman

by

Ric Edelman tells parents not to send their kids to college without one.

ETFs To Ride Passive's Rise To $7.6 Trillion In Assets By 2020

by

ETFs will account for nearly $1 in every $3 invested by 2020, says Ernst & Young.

SEC Hires TIAA General Counsel In Midst Of TIAA Sales Investigations

by

TIAA is the focus of a N.Y. State Attorney General investigation and a pending SEC whistleblower complaint.

UBS Pulls Out Of Protocol, Merrill Expected To Follow

by

Tom Naratil, UBS's head of wealth management, said the firm will exit the protocol as of this Friday.

Advisor Proposes Tax Credit For Deferrred Income Annuities

by

Several retirement savings problems could be solved with such a move, said the founder of Retirement Income Center.

HNW Taxes On Investment Gains May Change Under Tax Reform

by

Capital gains rates aren’t slated to increase, but Republican reform plans may mean some HNW clients pay less, others more.

Tax Bill May Spur N.Y. Exodus Of Top Earners; U.S. Home Prices May Drop

by

Goldman Sachs Group also says five states would see a big drop in the value of income- and property-tax deductions.

Artists That Cross Over To Financial Planning

by

Creatives are bringing their artistic eye to the financial industry.

Advisors Can Provide Direction To Young Donors On Charitable Giving

by

Millennials and Gen Xers want to have more local impact from their philanthropy, say four authors.

Bitcoin Surges Past $9,000 As Euphoria Reaches A Fever Pitch

by

Bitcoin's year-to-date rise is now more than 850 percent.

Social Media Experts From SEC To PNC Provide Useful Tips

by

Social media's importance to all companies is growing and departments should work together to support and create business.