JPMorgan, at Odds With Goldman, Sees Solid Run Ahead for Stocks
By Alexandra Semenova & Isabelle LeeThe bank's analysts, including David Kelly, expect large-cap equities to return an annualized 6.7% over the next 10-15 years.
October 16, 2024
State Tax Ballot Measures to Watch in NovemberTax questions on income, property, capital gains and more are up for votes on Election Day.
October 14, 2024
For a Better M&A Deal, Think Marriage, Not AuctionAlaris Acquisitions CEO Allen Darby, formerly a matchmaker for United Capital, walks ThinkAdvisor through his process.
October 10, 2024
Social Security's 2025 COLA Helps, but Seniors Still Face Cost-of-Living CrisisOne analyst observes that the 2.5% monthly benefit increase, while welcome, won't even cover a week of groceries.
October 09, 2024
5 Things Advisors Should Know About the Great Wealth TransferA large share of potential inheritors plan to hire an advisor, a new survey finds.
October 08, 2024
Blanchett: Advisors Say They Discuss These 7 Retirement Issues. Clients Disagree.There are notable gaps beween the services advisors report providing and what investors say they receive, research finds.
October 07, 2024
Top DOL Official Sees a 'Nonsensical' Reality at Heart of Fiduciary FightThe current state of best-interest regulation is too complicated for retirement investors to understand, says Ali Khawar.
October 04, 2024
How Advisors Plan to Use Tech to Boost Growth: SchwabAdvisors are interested in the potential of AI but have been slow and deliberate with implementation, Schwab finds.