Top Raymond James Advisor: Taxes on the Wealthy Are Misunderstood
By Jane Wollman RusoffRandy Carver, a longtime fixture in Barron's rankings, comments on the Trump tax exposé and says Biden's tax plan will hurt the economy.
October 12, 2020
Allianz Life Expands Risk Management Services for RIAs: Portfolio ProductsAlso, SS&C ALPS Advisors widens its business into semi-transparent ETFs.
October 12, 2020
4 Steps for Advisors to Evaluate Dynamic IndexesAs the universe of these indexes expands, many advisors rely on back-tested performance data. But there's a better way.
October 12, 2020
Private Equity Is Doubling Down on ESG Amid PandemicPurpose, responsibility and transparency are at the top of the agenda for private equity firms.
October 12, 2020
U.S. Life Insurers May Face Spike in Mortgage Loan Losses: FitchLife insurers have eased terms for borrowers that account for 9% of commercial real estate mortgage loan balances.
October 09, 2020
Vanguard Swaps Out Subadvisor on $9.8B FundSprucegrove Investment Management takes over from Edinburgh Partners.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 09, 2020
PPP Loans Under $50K Get a Simpler Forgiveness ApplicationRaymond James policy analysts called the move "not what we were hoping for" but "a significant step."