Raymond James Revamps Independence Plus Platform
By John ManganaroIt has expanded services for transitioning advisors, who can now pick and choose more options for how they set up, run and grow their firms.
January 29, 2024
Tax Bill With 100% Bonus Depreciation May Get House Vote This WeekIt also expands the small business expensing cap, increasing the immediate write-off to $1.29 million.
January 26, 2024
Early U.S. Mortality Stays HighHospitals reported more than 600 COVID-19 deaths for the fifth straight week.
January 26, 2024
Planner Accused of Buying House With $2M in Client FundsThe unregistered planner and an investment advisor received a cease-and-desist order in Indiana.
January 26, 2024
BlackRock's Model Portfolios Shift Billions Into Value StocksThe world's biggest asset manager just triggered a $5 billion reshuffle in its lineup of quantitative-style ETFs.
January 26, 2024
Advisor Tech News of 2024: An Evolving List"It's a human-driven advisory service," said Ritholtz CEO Josh Brown about its GoodAdvice digital offering, which uses AdvisorEngine technology.
January 26, 2024
Medicare Advantage May Face Big Plan Cuts, Price Hikes in 2025Elevance is warning about aggressive pricing, and Humana says care costs are sky high.
January 26, 2024
JPMorgan Shuffles Top Managers as Jamie Dimon Prepares SuccessorsThe shuffle, halfway through Dimon's five-year retention package, affects Marianne Lake, Jenn Piepszak and Troy Rohrbaugh.