FA News

[1]  1 2 3 4 5 6 7 8   [2126]

More Than Half Of Boomers Never Plan To Sell Their Homes

by

The trend is helping freeze America's housing market, a new survey finds.

Americans Weigh Golden Visa Options In Aftermath Of Trump Win

by

Golden visas give residency rights in other countries if expats buy real estate or make other investments.

Americans Say You Need $270,000 Annual Salary To Be Successful

by

Fewer than four in 10 people surveyed consider themselves financially successful.

Social Security Reform Proposal Would Slash Benefits 40% For High Earners

by

An American Enterprise Institute paper proposes capping benefits at $2,050 in the event of a 2033 insolvency.

SEC Says Ex-Advisor's Cherry-Picking Lost Clients $2.8M

by

Hybrid advisor James Burleson allegedly received over $1.8 million from preferential trading on Schwab's platform.

Billionaire Ken Griffin Says He's Wary Of Trump's Tax-Cut And Tariff Agenda

by , ,

The Citadel founder cast doubt on two of the president-elect's most loudly heralded policy plans.

Charles Schwab Eyes Spot Crypto Trading Once Regulations Change

by

The firm wants to offer spot crypto trading if regulations relax as expected under Trump.

Raymond James Lands Ex-Morgan Stanley Team Managing More Than $514M

by FA Staff

A trio of Florida advisors, known as the Grubb Group, will work in the employee channel in Sebring.

JPMorgan Asset Management Sees Stock Market Rolling Through 2025

by

It said the gains will move beyond the popular Big Tech leaders.

Trump Seeks Perfect Treasury Candidate As Search Drags On

by , ,

Donald Trump told advisors he's yet to be completely sold on the candidates he's interviewed.

Gary Gensler Plans To Step Down From SEC In January

by

His ambitious agenda drew fierce resistance from Wall Street.

DOL Accused Of Leaking Plan Info To Plaintiff Lawyers

by

Republican Rep. Virginia Foxx called on the department's inspector general to investigate the leaks.

iCapital Acquires AI-Powered Alternatives Information Gatherer AltExchange

by

The firm continues to seek ways to help advisors increase their efficiency through AI.

Got Regrets? Good. They'll Make You A Better Advisor

by

Daniel Pink offers ways for advisors to harness the power of regret for themselves, their firms and their clients.

Fidelity Launches Five Actively Managed Equity ETFs

by

The firm also made changes to the high-yield ETF it launched last month including a fee and name change.

Ex-Wells Fargo Advisor Pleads Guilty To Fleecing Clients Out Of $3M

by FA Staff

Prosecutors said Kenneth Welsh stole money from five clients and used it on gambling and luxury gifts for himself.

New York's Lawler Says SALT Cap Must Go To Pass GOP Tax Bill

by

The New York Republican congressman said lifting the cap is crucial to getting a tax overhaul through.

Record Bitcoin Run Sees U.S. ETF Assets Surge To Over $100 Billion

by ,

The group of 12 bitcoin ETFs from issuers such as BlackRock and Fidelity swept to a milestone.

Carson Partner MAG Wealth Buys Minnesota Firm, Rebrands In $350M AUM Firm

by FA Staff

MAG Wealth has bought Ovation, a Minneapolis firm. They've rebranded as Carson Wealth.

Best Year-End Tax Strategies From Jeff Levine

by

Buckingham Wealth Partners' chief planning officer breaks down opportunities advisors can take advantage of now.

[1]  1 2 3 4 5 6 7 8   [2126]