‘God Bless America’ Fund Tops S&P 500
By Saijel Kishan and Jeff GreenMeanwhile, a Democratic-themed fund is also beating the benchmark thus far in 2024.
December 23, 2024
Merrill to Settle Overtime Suit for $4.9MThe firm is establishing a fund to settle allegations that it underpaid certain salaried advisors and trainees.
December 23, 2024
Jeremy Siegel: 'Dip Can’t Be Ruled Out' for S&P in 2025The stock index will likely deliver returns in the flat to 10% range, he wrote.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
December 23, 2024
What the New $1.9T Spending Law Means for Life and Annuity LegislationThe American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.
December 23, 2024
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service“To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
December 23, 2024
Prudential Sheds $11B in Universal Life Guarantee ExposureThe firm has closed on a reinsurance agreement with Wilton Re.
December 23, 2024
2 Big Takes on the Market in 2025The sentiment of Schwab and Fidelity analysts is mainly bullish — with caveats.