Nearly 71% of rookie advisors will drop out within their first five years, creating a nearly insurmountable staffing problem for an industry that is both aging into retirement and attracting fewer new ...
It is happening again this year with investors poised to have nearly $43 billion in muni-bond payments to potentially roll into new debt, according to data compiled by Bloomberg Intelligence, far ...
Ned Davis Research has kept a bullish recommendation toward US equities for more than a year, but that may change soon if the weakness seen over the past month persists.
A financial adviser switched Lake’s portfolio over to a handful of faith-friendly funds, one of which was run by GuideStone Funds, a 106-year-old investment firm in Texas that oversees some $24 ...
President Joe Biden is expected to sign legislation into law Monday that will provide Social Security benefits to three million federal and municipal government employees.
The rate on your federal loan depends on when you took it out, but for the 2024-25 school year, rates for undergraduate federal loans were 6.53% and graduate ones were 8.08%. Loan refinancing firms ...
Ken Kies will be assistant secretary for tax policy, placing him as a point person at the Treasury working on tax cuts Trump has touted as a signature policy issue for 2025. Kies is a longtime ...
A Finra arbitration panel has rebuffed J.P. Morgan Securities’ request for $39.8 million in damages against one of its former advisors, a Texan whose clients sought some $140 million in damages after ...
AQR Capital Management’s multistrategy offering notched a 15.1% return in 2024, scoring big gains in the stock market even as co-founder Cliff Asness reiterated his warnings about “epic” valuations.