Who’s Warren Buffett’s Successor? JPMorgan Says ...
A new analyst at the investment bank points to one popular candidate, though there are others.
Sanders Calls for a 65% Top Estate Tax Rate
The provision, in an S. 1804 funding supplement, would affect couples with $1 billion or more in assets.
Raymond James Nearly Back to ‘Normal’ After Irma
The Florida-based firm, which shifted resources out of the area due to Hurricane Irma, pledges to support associates affected by the storm.
Focus Financial Adds $1.5B RIA in North Carolina: Recruiting Roundup
Kestra, Dynasty, Securities America, FiNet, Janney, Mercer and RBC announce new advisors and teams.
Gundlach Weighs In on ‘Wack-O’ Times in the Market
He sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.
Global Family Office Returns Bounced Back in 2017
Many family offices are unprepared for the looming generational wealth transfer, UBS finds
Rich People From These Nations Hide the Most Offshore Wealth
The top 0.01% isn't paying a big chunk of its tax bill, research finds.
The Declining Fiscal Health of America’s Cities
Municipal revenues are expected to grow much more slowly in 2017 while expenditures remain steady and state and federal aid continues to decline.
Morningstar’s August Winners & Losers
Close to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.
What Workers Want, and Aren’t Getting, From Their 401(k) Plans
A new survey from Betterment for Business finds that many plan participants want a lot more service than their plans provide.