FA News

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Putnam Agrees To Buy New England Area Trust Company

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The acquisition of Darwin Trust will bring trust services to Putnam's wealth management platform, company officials said.

Coming Wave Of 'Peak' Boomer Retirees Is In Serious Trouble, ALI Study Says

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The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.

Companies Need To View Worker Benefits As An Investment, Nuveen Says

by FA Staff

A company study suggests that comprehensive benefits increase employee productivity.

Why There Is Chocolate Crisis And What's Happening To Prices

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Chocolate plants are shutting and market liquidity is tumbling.

Expect More Older Americans To Keep Working, Consultant Says

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The drive for extra income will have more people working into their 80s or even 90s, he said.

Stagflation Trade Is Roaring Back In S&P 500's Month Of Pain

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Sectors across the US and Europe that are more exposed to inflation risk have seen their equities under pressure.

Trump's Advisors Want To Cut SALT Write-Off Limit To Below $10,000

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The limit was imposed in Trump's 2017 tax law and will expire at the end of 2025.

Vanguard Warns 10-Year Treasury Yields Risk Jump Back To 5%

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The market has turned against investors who piled into Treasurys last year.

Fidelity Introduces Its First Options-Based ETFs

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The funds' strategies focus on downside protection and diversification.

Despite Blackstone BREIT Issues, Liquidity Legitimizes Some Alternatives

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Fund raising could rise from $75 billion in 2023 to $100 billion this year, according to Robert A. Stanger & Co.

What Went Wrong With U.S. Inflation?

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Housing, insurance and commodity prices have been among the contributors.

Trump Pushed To Embrace 17% Income Tax For All

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The minds behind the proposal include Steve Forbes and former White House economic adviser Larry Kudlow.

Americans Sick Of 0.01% Yields Create New Dilemma On Wall Street

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Banks are under increased pressure from consumers to pay out more for deposits.

Tiny N.J. Broker Behind Booming IPOs Is Back With 380% Blockbuster

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The firm's underwriting efforts have typically focused on Asian companies.

Finra Says It's Focusing On Repeat Offenders, Considering Higher Penalties

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"Bad actors" with a history of repeat violations will be a major priority, Finra's enforcement chief said.

Single Women Should Be High On Advisors' Priority List, Nationwide Says

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A company survey found that unmarried women were the most concerned about their finances.

Stanford Or A Crypto Startup? Bull-Market Gains Lure Top Students

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Bitcoin's comeback is prompting hopefuls to ditch their studies and start companies in the crypto industry.

SEC Targets Its Own Staff's Texting, Nixes WhatsApp On Work Phones

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The move follows about $3 billion in fines imposed on financial firms over private messaging.

Layoff Whiplash Scars Workers Who Find New Jobs Only To Lose Them

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Corporate job cuts have caused some workers to be laid off more than once.

Beyond The Alphabet Soup: What Advisors Need To Know About Medicare

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The national healthcare system for the aged is so complicated it can confuse even financial professionals.

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