White House Unveils Trump’s First Tax-Cut Bid, Corporate Rate of 15%
Tax plan calls for shift to territorial system for companies; top individual tax rate would be cut to 35% from 39.6%.
3 Trends Advisors Need to Watch
Author and former presidential advisor Pippa Malmgren lays out what's happening in the global economy at Raymond James' national event.
The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
Bob Doll: How to Choose the Right Active Manager
Doll broke down the four factors that he believes make for successful active equity managers.
U.S. Stocks Should ‘Terrify’ Janet Yellen: Billionaire Investor
Paul Tudor Jones says U.S. market cap to GDP ratio highest since '00; stocks could rise higher after French election.
Trump’s Tax Plans Coming Next Week, White House Official Says
Word comes as president approaches end of his first 100 days; key Senate panel said not to have seen final details yet.
SEC Actions Against BDs Jump 20%: Cornerstone Research
First half of FY 2017 sees increase, as SEC continues to file vast majority of its actions as administrative proceedings rather than civil actions.
What’s Best Investment Since 2000? Most Americans Guessed Wrong
Harris Poll survey finds widespread unawareness of the top-performing asset classes since 2000.
Lou Harvey Hits Pfau Back Over Criticism of Dalbar Investor Study
Dalbar CEO says Wade Pfau, a professor at The American College of Financial Services, misses the point of QAIB study, calling his criticism “silly.”
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation Source
A Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.