GOP Framework Would Raise Taxes for Many of Your Clients
Analyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
Trump Says He'll Decide on New Fed Chair in Two to Three Weeks
Fed chair Janet Yellen considered to be among candidates; Warsh and Powell interviewed as Trump, Mnuchin consider options.
Medicare Rights Center Guide Details Steps for IRMAA Appeals
A free, downloadable guide gives advisors and clients insight on how to appeal a higher Part B or Part D premium.
Wells Fargo Consistently ‘Abused’ Customers, House Dems Say
The 38-page House Financial Services staff report cites a “pattern” of abusive business practices and “disregard” for customers.
New York Reminds Student Borrowers to Apply for Loan Forgiveness
Trump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.
Vanguard Launches Behavioral Finance Retirement Portal
Vanguard's new web portal is built on its Retirement Readiness Tool that employs behavioral finance research to provide savers with personalized recommendations.
Investors Say End of Bull Market Is Coming, but They Feel Fine
Three in 10 investors would rather be stuck in traffic for an hour than rebalance their portfolio, Wells Fargo reports.
Bridgewater’s Dalio: ‘Radical’ Methods, ‘Radical’ Results
The famed Bridgewater founder discusses with ThinkAdvisor the state of the markets, his advice for wealth managers and the embarrassing mistake that supercharged his career.
FPA Partners With TD Ameritrade to Boost CFP Content
The new educational materials will be showcased Oct. 1-4 at the 2017 FPA Annual Conference in Nashville.
Raymond James Taps New Exec in Indiana
Patrick O’Donovan has led branches and other operations for Smith Barney, Morgan Stanley and other financial firms for the past 32 years.