Waddell & Reed Makes Exec Shifts at Ivy Funds, BD
The firm announced the departure of Thomas Butch and new appointments to key leadership slots.
Tax Loopholes for Wall Street’s Wealthiest Linger in Bill
For advisors, the Senate bill estate tax provision could create interesting opportunities.
PayPal Enters the Robo-Advisory Business
The electronics payment firm has announced a new partnership with Acorns, the micro robo-advisory firm.
SEC Exam Priorities Said to Focus on Cybersecurity, Seniors in 2018
The new examination priorities list, usually released in January, would be the roadmap for OCIE activities for the year.
Flattening Yield Curve Is Like Surging Bitcoin to Morgan Stanley
As the price of bitcoin nearly doubled since September, the yield spread between two- and 30-year debt has been narrowing.
10 Most Tax-Friendly States for Retirees: 2017
You can’t always judge a retirement place by its weather, although low taxes in some northern states may warm a retiree’s heart.
13 Best & Worst Broker-Dealers: Q3 Earnings, 2017
Most, but not all, large financial firms with broker-dealer operations reported positive results for the quarter.
Yellen Says She’ll Leave Fed Once Powell Sworn in as Chair
Yellen, 71, has served one term as leader of the central bank; move resolves question about whether she’d stay as governor.
12 Best Small Cities for Successful Aging: 2017
Milken ranked 381 metropolitan areas for elderly adults using metrics not for a relaxing retirement but for an active one.
Top 20 Nonprofits That Ruled Fundraising in 2016
Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trump’s criticisms.