New Focus Financial Partners Brand Spotlights ‘Hub’ Strategy
By John ManganaroThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 13, 2025
Carson Group Acquires Tax-Focused Team, Names Chief Tax StrategistAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 13, 2025
Schwab to Launch Actively Managed Bond ETFThe Schwab Core Bond ETF (SCCR) aims to generate income through a wide variety of fixed income investments.
January 13, 2025
Life Application Activity Suffers From the Winter BlahsPost-election uncertainty and agents' efforts to help clients with Medicare enrollment stress may have hurt volume.
January 13, 2025
SALT Deduction Cap Talk With Trump ‘Positive,’ Lawmakers SayThe meeting held Saturday focused on the $10,000 cap set to expire for tax years after 2025.
January 10, 2025
Who Benefits Most From Extending Trump's Tax Cuts? Likely the Wealthy: TreasuryFamilies across the board would see lower taxes, but the largest cuts would go to the highest earners.
January 10, 2025
Social Security Has Problems, but It’s No Ponzi SchemeThe label is both inaccurate and misleading, according to Jason Fichtner, a former SSA official.
January 10, 2025
Blowout Jobs Report Fuels Wall Street Fear of ‘Lose-Lose’ MarketA choppy start to the year turned into an all-out selloff Friday.