JPMorgan’s Kelly Says Trump Tariffs to Hit Growth, Fan Inflation
By Carter Johnson“The first smoke signals suggest that the tariff approach will be very aggressive,” Kelly told Bloomberg Television.
November 13, 2024
ACORD Completes New Standardized Life Insurance ApplicationThe form could help clients avoid delays and paperwork problems — if issuers adopt it.
November 13, 2024
No More Waivers: IRA Beneficiaries Must Take RMDs in 2025The IRS has been clear that additional taxpayer relief will not be forthcoming around these distributions.
November 13, 2024
FINRA Files to Raise Fees Starting in 2025The median large firm would pay an extra $415,000 a year by 2029.
November 13, 2024
Apollo CEO Worries About Insurers Heading to Cayman IslandsMarc Rowan, the head of the company that owns Athene, has concerns about how the jurisdiction counts capital.
November 13, 2024
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.
November 12, 2024
Bill to Curb Controversial Social Security Rules Passes HouseThe Social Security Fairness Act would restore benefits to millions of teachers and firefighters, one group told lawmakers.
November 12, 2024
Mercer Nabs Another RIA in ColoradoThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.