FA News

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IRA Inheritors Should Benefit From Penalty Waiver On Distributions

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This is the fourth consecutive year the IRS has waived penalties on minimum distribution shortfalls.

Yeske Buie: The Markets Don't Care Who's President

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People's earning, saving, investing and spending goes on despite who's in the Oval Office, research shows.

Best Financial Advisors List Being Developed By FPA And Money.com

by FA Staff

The list will be revealed in September at the association's upcoming conference.

Wealth Enhancement Group Buys $1.22B AUM Houston RIA

by FA Staff

The Financial Advisory Group marks the third Texas location for the Minneapolis-based acquirer.

New Fund Capitalizes On Senior Housing, 1031 Crowdfunding Says

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Senior living space will provide investment opportunities for wealthy investors, the alternative investment firm says.

Dimon Says 'There Could Be Hell To Pay' If Private Credit Sours

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JPMorgan Chase's chief said the private-credit industry has not yet been tested by bad markets.

Rich U.S. Homeowners With Adjustable-Rate Mortgages Are About To Get Whacked

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A small but mostly affluent group of Americans are about to see mortgage payments skyrocket.

BlackRock's $20 Billion ETF Is Now The World's Largest Bitcoin Fund

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BlackRock's fund dethroned the $19.65 billion Grayscale Bitcoin Trust.

Goldman Racks Up $21 Billion For Its Largest Private Credit Pool

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This marks the fifth iteration of the firm's Loan Partners fund.

Short Seller Jim Chanos Sued By Partner Alleging Misuse Of Funds

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Conlon Holdings says Chanos used his fund as a "piggy bank" for personal use.

Muni Market Sees Biggest Boom In Bond Sales Since At Least 2013

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Muni-bond sales have hit $183 billion so far in 2024.

Home-Price Growth In Key U.S. Cities Accelerates As Buyers Hit

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Prices in 20 cities increased 7.4% from a year ago.

Industry Groups Target DOL's Fiduciary Rule In Second Lawsuit

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The latest legal challenge was launched by nine annuity and insurance trade groups.

Looming Cut In Estate Tax Exemption Has Advisors Looking To Trusts

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Clients need to consider trust strategies as the expiration date on TCJA tax reforms draws nearer, advisors say.

U.S. Consumer Confidence Rises For First Time In Four Months

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But consumers' perceived likelihood of a recession in the next year rose for a second consecutive month.

Options Volatility Is Getting Crushed With Little Relief Ahead

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Investors have little incentive to short the market as stocks push to new highs.

For Private Credit's Top Talent, $1 Million A Year Is Not Enough

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A mass defection at Barings LLC over compensation has startled the industry.

Mortgages Stuck Around 7% Force Rapid Rethink Of American Dream

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Rates have defied expectations to come down, upending major life plans in the process.

Wall Street Moves To Fastest Settlement Of Trades In A Century

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Firms across the spectrum have spent months preparing for the change.

Private Credit Lures $100 Billion Fund Seeing Sticky Inflation

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Colonial First State sees elevated inflation rates for the next five to seven years.

[1]  9 10 11 12 13 14 15 16   [2051]