FA News

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U.S. Consumer Sentiment Rises Less Than Forecast After Election

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The sentiment reflects deep divisions among Republicans and Democrats about the path of the economy.

Quant Hedge Fund AQR Is Cutting Income Tax Bills For Wealthy Clients

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With its new tax-optimization product, the firm wants to go beyond offsetting capital gains.

More Than Half Of Boomers Never Plan To Sell Their Homes

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

Americans Weigh Golden Visa Options In Aftermath Of Trump Win

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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

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

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

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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

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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

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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

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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

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

Trump Seeks Perfect Treasury Candidate As Search Drags On

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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

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His ambitious agenda drew fierce resistance from Wall Street.

DOL Accused Of Leaking Plan Info To Plaintiff Lawyers

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

iCapital Acquires AI-Powered Alternatives Information Gatherer AltExchange

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

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

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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

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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

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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

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

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