"Seniors should not pay taxes on Social Security,” Trump declared on his social media site, Truth Social, back in late October. Since then, his campaign has gone radio silent on the tax cut, although ...

Attracting Next-Gen Talent Before we can talk about next-gen talent training, we need to talk about how firms can attract highly valuable candidates. It’s no longer as simple as putting out a job ad ...

BondBloxx launched the ETF with exposure to private credit to give its financial advisor clients easier access to the space, Kelly explained. Some advisors felt they were unable to access that market ...

A duo of Utah financial advisors managing more than $5 billion in client assets recently left online broker-dealer Zions Direct to join Raymond James, according to a press release.

Matthias Fitzthum, founder of Bespoke Home & Yacht Security, said he’s seen an uptick in inquiries from executives of American companies in the last week to install safe rooms at offices in the event ...

A financial advisor will often think about “their book” in terms of the number of clients under their production ...

Outwardly, all is upbeat at Western Asset Management, which has invited its staff and clients to celebrate the New Year by watching the Rose Parade from Wamco’s balconies in Pasadena, California, and ...

The University of Connecticut’s endowment is turning away from hedge funds and embracing a cheaper way to mitigate risk in its $634 million investment portfolio. The UConn Foundation sold almost all ...

There is widespread agreement in markets and among economists that the Federal Reserve will cut interest rates at its policy meeting on Wednesday. There is also agreement that this will be accompanied ...

Invest in Others Charitable Foundation provides several effective ways for financial professionals to make a meaningful impact in their communities.

Those debts come in many forms. Medical debt topped the list, reported as a problem by 70% of those surveyed. Credit card debt came next, reported by 60% of those surveyed. Mortgages were close behind ...

Investors anticipating another calm year in 2025 should be on guard for more shocks like the one seen in August as uncertainty around Donald Trump’s tax and tariff policies threaten to roil markets.