U.S. Bull Market in 7th Inning: Fidelity's Timmer
By Dinah Wisenberg BrinTwo firm leaders say stocks could face more pressure this year; another sees an "intriguing" equities setup.
January 16, 2025
Number of CFPs in U.S. Tops 103,000For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 15, 2025
Wells Fargo Shares Rise on Cost CutsThe bank's expenses dropped 12% in Q4 as CEO Charlie Scharf continues to whittle headcount.
January 15, 2025
Ex-Wells Fargo Executives Face Millions in Fines for MisconductA 2020 investigation by the OCC concluded that the executives opened millions of unauthorized customer accounts.
January 14, 2025
Share of Advisors Using Crypto Doubled in 2024: SurveyTwenty-two percent of survey respondents said that they had allocated to digital currency in client accounts.
January 14, 2025
IRS Releases Roth Catch-Up GuidanceNewly proposed regulations answer some major questions created by Secure 2.0.
January 13, 2025
Jeremy Siegel: Beware of 'Overly Optimistic' Growth ExpectationsA market correction is possible as investors adjust to more moderate returns, the Wharton economist says.