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Clients Can't Dawdle On Expiring Tax Reform Provisions, Advisors Say

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The reforms aren't due to sunset until the end of 2025, but advisors say now is the time to act.

Wall Street's Smart-Trade Brigade Thrashed Again On Stock Boom

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Money managers have lavished cash on a panoply of strategies, only to get trounced by the S&P 500.

The Hedge Fund Bet Luring Retail Investors To High-Risk Debt

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Issuance of catastrophe bonds is set to hit a record this year.

Existing-Home Sales Fall A Third Month As Prices Set A Record

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The supply of homes on the market is still well below the level seen before the pandemic.

High-Grade Company Bonds Increasingly Trade Near Junk Levels

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It's the latest sign of how Federal Reserve rate hikes aren't cooling down some markets.

Pair Of Big Bets Stand To Benefit If Odds Rise For Fed Rate Cut In July

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The bets underscore momentum in the market for a cut.

Number Of U.S. RIAs Soars To New Record

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Assets under management also rebounded to a record high in 2023, an IAA report said.

Hedge Fund Talent Schools Are Looking For The Perfect Trader

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Giant hedge funds are going in a radical new direction: Training schemes for in-house superstars.

'Sellers Are Entering the Market' With S&P Faltering Beyond Tech

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Nearly a third of the index's constituents have hit a one-month low in the past month.

Schwab Strategists Predict Two Rate Cuts In 2024

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They advised investors to consider corporate bonds and large-cap stocks heading into the second half.

IRS To Crack Down On 'Basis Shifting' Tax Avoidance By Business Partnerships

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The agency aims to collect $50 billion more in taxes over the next 10 years from those who use the tactic.

Roth Conversions Can Pack Nasty State-Tax Surprise, Advisors Warn

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In some states, the conversions can lead to more taxes and a loss of pension exemptions.

Trump Plan To Exempt Tips From Taxes Could Cost $250 Billion, Study Says

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The move could result in a shift of more overall compensation to tips, the study said.

Debt-Ceiling's Eventual Return Already Has Fund Managers On Edge

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That limit is on track to be reinstated on Jan. 1.

Paris Loses Crown As Europe's Biggest Stock Market To London

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The announcement of a snap election has caused French firms to lose about $258 billion in value.

Former CEO Of $2.3B Baldwin Brothers Launches High-End RIA

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Harmony Wealth, headed by John Mannix, will focus on clients with more than $25 million, sources say.

Foreign Investors Have Been Propping Up U.S. Bond Market This Year

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Overseas investors may still be getting encouragement from an improving macroeconomic outlook for the U.S.

Firms Still Trying To Figure Out DOL Rule's Fiduciary Exceptions, Attorney Says

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The rule provides advisors, brokers and agents three routes for avoiding fiduciary mandates, attorney Fred Reish said.

Institutional Managers Upping Ante On Alternative Investments, Study Says

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More than half of surveyed institutional managers are planning to increase alt allocations, the study found.

Mass. Broker Barred By SEC For Allegedly Abetting Boss's Scheme

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The advisor had already been barred by Finra for allegedly helping her supervisor hide the scheme from LPL.

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