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Tax The Rich Is Actually A Popular Bipartisan Stance, Poll Shows

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The strong support for more taxes on billionaires shows up across party lines.

Junk Market Flashes Warning As Fed Eyes Higher Rates For Longer

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The ratio between companies' earnings and their interest expense has fallen to the lowest level since the pandemic.

Florida Siblings With $580M AUM Exit Merrill Lynch To Join LPL

by FA Staff

The three siblings run a firm started by their father in 1972.

Election Impact On Stocks Is Mostly A Myth, J.P. Morgan Says

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Elections have historically had a minimal effect on the stock market over the long run, the firm says.

Advisors Expand As Clients Ask For ... Everything

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Some advisors are responding to increasing client service demands by buying up other firms.

Rockefeller Adds Former JPMorgan Team With $966M AUM In Bay Area

by FA Staff

The six-member team had been with First Republic before its acquisition by JPMorgan last year.

Death Of A Client's Spouse Can Trigger Tax Changes Beyond Filing Status

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It's important to assess the tax implications when a client's spouse passes away, advisors say.

Remote Workers Should Be Wary Of Double Income-Tax Hit

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States vary greatly on when they trigger income taxes on out-of-state workers.

Budgeting Tips For Gen Z As Cost Of Living Eats Into Savings

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While some traditional guidelines seem impossible to follow, advisors offer ways to control expenses and build savings.

Homebuyers Expecting $10,000 Savings Face Tough Reality

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The decades-old system for how US agents are compensated has long been controversial.

Morgan Stanley's Wilson Says Stock Rally Will End If Profits Dip

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Strategist Michael Wilson expects the S&P 500 to drop to 4,500 points.

Goldman Says Commodities To Gain As Central Banks Cut Rates

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The bank's cautiously bullish outlook echoes comments from other market watchers.

Morgan Stanley's ETFs Break $1 Billion With Mutual Fund Flips

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The conversions bring Morgan Stanley's total ETF lineup to 14 funds.

60/40 Portfolio Mix Bounces Back After Taking Hit In 2022

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Morningstar found that the classic mix of stocks and bonds outperforms a more widely diversified portfolio.

DOL's New Fiduciary Rule Much Harder To Sidestep, Attorney Warns

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The agency is getting more strict about what it considers an investment recommendation, attorney Fred Reish says.

Bill Gross Laments 'Excessive Exuberance' As Stocks Surge

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Gross said bonds are unattractive as the U.S. government deficit swells.

Invesco's $2.1 Billion Fund Offers Way To Invest In Water Risks

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There are 11 water funds in the U.S. with a combined $6.3 billion of assets.

Reddit's Debut Delivers For New And Old Shareholders Alike

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Almost a third of the 22 million shares sold in the IPO were owned by Reddit's executives and employees.

Immigration Is Fueling U.S. Economic Growth While Politicians Rage

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The nation's 32.5 million immigrant workers now account for roughly one in five US workers.

More Americans Abroad Are Eager To Drop Citizenship On Lowered Fees

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U.S. citizens living outside the country are preparing to officially cut ties after grappling with stricter IRS rules.

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