What the Markets Think of Trump 2.0
By Lu WangStock futures are surging on his business-friendly agenda, but no such cheer is evident in fixed income.
November 05, 2024
Annuity Distributors Back Increased Agent MobilitySome question the current restrictions on producer efforts to move from one organization to another.
November 05, 2024
15 New Retirement, Tax Numbers to Know for 2025The IRS has increased key thresholds tied to 401(k)s, IRAs, income, estate and gift taxes.
November 05, 2024
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.
November 05, 2024
Taxes, Tariffs and More: 5 Key Economic Stakes of the ElectionTrump's promised to extend tax cuts passed during his first term, which Harris would do only for those earning less than $400,000.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.
November 05, 2024
Morgan Stanley to Pay $1M Over Lack of Risk ControlsThe firm failed to set up controls designed to prevent the entry of erroneous orders, FINRA says.
November 05, 2024
Ex-Merrill Wealth Chief Launches RIAThe new firm, Indivisible Partners, will launch in the first quarter, John Thiel says.