Wealth Tax Bill Gets Hearing in California
By John ManganaroThe bill would tax residents' "worldwide net worth" of $50 million or more, with some exceptions.
January 09, 2024
Qualifying for Medicaid LTC Benefits Could Get TougherHome equity exemptions could fall, and lookback periods for asset transfers could grow to 20 years.
January 09, 2024
Lawmakers Tell DOL to Halt New Fiduciary RuleThe proposal would inflict "harm on millions of retirement savers," lawmakers said.
January 09, 2024
Morgan Stanley Displaces Citigroup as Least-Loved Big Bank StockAs bank-stock analysts have reconfigured their ratings for 2024, Citigroup scored upgrades.
January 09, 2024
What Wealthy Investors Want From Advisors: CerulliServices now outweigh personal relationship factors when it comes to adding high-net-worth clients, new research finds.
January 09, 2024
Bill Gross Casts Shade on Treasurys, Sees 10-Year 'Overvalued' at 4%The Bond King also said shorter-end notes would make more sense for those interested in the market.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.
January 09, 2024
Biden Renews Push to Make Julie Su Labor SecretaryShe has helped shape fiduciary standards and independent contractor efforts.