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Carson Group Greenlights Just Four Spot Bitcoin ETFs

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The $30 billion RIA platform took a pass on the six other funds in the fledgling bitcoin ETF market.

Most Near-Retirees Flunk Basic Social Security Benefits Quiz

by FA Staff

Fewer than 1% answered all 13 true-or-false statements correctly on an online quiz by MassMutual.

Why Some Student Loans Are Getting Forgiven But Not Others

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Roughly 3.9 million Americans have received some form of loan forgiveness in the last year.

Goldman Sachs Predicts Fed Will Delay Rate Cuts Until June

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There's a 25% chance the central bank waits even longer, the firm's economists said.

While Yardeni Sees The Roaring Twenties, Fuss Sees The Early Seventies

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The two economists agree on one point: Technology is reducing the need for people in the workforce.

U.S. Productivity Is On The Upswing Again. Will AI Supercharge It?

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Three straight quarters of strong growth have put productivity either back on trend or well above it.

Wintrust To Add $16 Billion To LPL's Institutional Platform

by FA Staff

Wintrust has agreed to move two of its wealth management units to LPL's platform early next year.

Texas Student Loan Borrowers Get Biggest Share Of Biden's Forgiveness Plan

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Residents in the Lone Star State will receive $116.6 million of the $1.2 billion awarded.

Fidelity Manager Dumps Nearly All Treasuries On Growth Optimism

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Singapore-based George Efstathopoulos is turning to assets that typically do well in times of good economic growth.

U.S., China Explore Debt Relief Options To Avoid Emerging-Market Defaults

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The two nations are looking for an alternative to the high borrowing rates EM nations face in the market.

Wave Of Cash Seen Washing Into Credit As Investors Seek Duration

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Bank of America Corp. projects a record $500 billion of flows to high-grade corporate debt in 2024.

Pimco Inflows Are 'Stunning' This Year, Allianz Chief Says

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Investors are piling into debt securities again while expecting rates to fall.

Bridgewater Hit With Second Favoritism Claim Over CEO's Romance

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Jeff Gardner, a partner, was fired in December after working at Bridgewater for almost three decades.

Communications Key In Couples' Financial Health, Fidelity Says

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A company survey found that couples with good communications worried less about money.

Private Commercial Real Estate Should Bottom Out This Year, Cohen & Steers Says

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The investing firm sees opportunities ahead for the sector.

Prominent Social Security Analyst Announces Retirement

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The Senior Citizen League's Mary Johnson has been a reliable source of annual COLA increase projections.

DOL Fiduciary Proposal Needs 'Salesperson's Exemption,' Kitces Says

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The exemption would be granted to salespeople who do not present themselves to clients as advisors, he said.

Your Client's 401(k) Will Be Gone Within A Decade

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The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

Goldman Lifts S&P 500 Target With Profit Optimism To Drive Rally

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The firm's analysts see the S&P 500 rising to 5,200 by the end of the year.

Supreme Court Rejects Challenge To New York Rent Control System

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The rebuff ends months of deliberations over the cases.

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