On Election Day, Here's What Advisors Are Watching
By Melanie Waddell"Things are volatile and emotions are running high, which can lead to bad decisions," one advisor cautions.
November 01, 2024
Bond Yields End Week Higher as Market Preps for Trio of RisksTraders held tight to expectations that policymakers will cut rates by a quarter-point on Nov. 7 and again on Dec. 18.
November 01, 2024
Across Party Lines, Protecting Social Security Is Top Priority: SurveyThe NIRS poll also finds that debt levels are preventing Americans from saving for retirement.
November 01, 2024
iCapital to Acquire AI-Based AltExchangeThe deal should enhance iCapital's data solutions capabilities for advisors and HNW clients, says the firm, led by Lawrence Calcano.
November 01, 2024
IRS Sets 401(k), IRA Contribution Limits for 2025The tax authority also announced changes to catch-up contributions tied to Secure 2.0.
November 01, 2024
Consumer Groups Balk at E-Delivery BillThe legislation, opponents say, makes it harder for investors to find and review important information, including fees.
November 01, 2024
Stifel to Buy Part of B. Riley's Wealth UnitThe deal, which could be priced for as much as $35 million in cash, involves up to 50 advisors and $4.5 billion of client assets.
November 01, 2024
Ex-JPMorgan Advisor to Halt Client Poaching Amid ArbitrationGary Carruthers was sued after allegedly persuading former clients with $24 million in assets to move their business to Wells Fargo.