How Philanthropists Are Responding to Political Shift in DC
One donor expressed concern about needing to "fill holes in basic services" left by government cuts. Another thought economic growth would boost charities' revenue.
Ameriprise to Buy $8B Broker-Dealer With 200 Reps, Tops Earnings Estimates
The firm is picking up a group with about 200 advisors who serve banks and credit unions.
Raymond James’ National Event to Highlight DOL Fiduciary, Politics & Markets
The yearly conference for its independent advisors takes place this week in Orlando.
How Trump's Tax Proposal Could Affect the Muni Bond Market
Cuts in marginal personal and corporate income tax rates and the elimination of the state and local tax deduction from federal taxes could affect munis.
Trump Issues Dodd-Frank Executive Order
It directs Treasury Secretary Mnuchin to review Orderly Liquidation Authority, Financial Stability Oversight Council
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.
Inside the Big-Money Marriage of Simon & Sons, Massey Quick
The principals of RIA Massey Quick and family office William E. Simon & Sons talked to ThinkAdvisor about their recent multibillion-dollar merger.
Mnuchin Says Tax Overhaul Plan Will Still Happen by Year's End
The Treasury Secretary says tax reform will get done even if health care reform doesn't.
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.