This Valentine's Day Stock Stat Could Signal a Sweet 2023
By Dinah Wisenberg BrinWhen the S&P is up this much year to date, it is usually a good year for stocks, Carson's Ryan Detrick says.
February 15, 2023
SEC Votes to Expand Advisor Custody RuleThe rule's broader scope will include any client assets of which an advisor has custody, including cryptocurrencies.
February 15, 2023
Sen. Wyden Urges CMS to Enact Medicare Advantage Marketing ChangesThe agency recently made proposals to crack down on deceptive marketing and improve provider directories.
February 15, 2023
10 Types of Great Prospects You Can Find All Around YouIdentify these people's needs and see if you can help them.
February 15, 2023
Bond Investors Could Score Major 'Tax Alpha' This YearPolicy shifts could tee up some excellent tax loss harvesting opportunities in fixed income, Parametric's Nisha Patel says.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
February 14, 2023
New Senate Bill Would Increase Stock Buyback TaxThe Stock Buyback Accountability Act would increase the buyback tax rate to 4% from 1%.
February 14, 2023
FINRA Reviews Comments on Machine-Readable RulebookThe comment period on the initiative is open until Feb. 21.