Much as observers predicted strong returns for domestic small-cap value and the energy sector ahead of Trump's first term, the same enthusiastic assumptions this time around may be too simplistic, panelists at the Charles Schwab Impact conference said.
The current and future CEOs, Walt Bettinger and Rick Wurster, offer guidance for independent advisors, with Wurster hinting at more access to crypto and more lending services.
With former president Donald Trump taking office again next year, regulatory overhaul will almost certainly be a priority, and that will affect financial advice.
Federal Reserve Chair was "neutral" in comments after November rate cut – and the election – but was clear that he won’t be pressured to leave his job by Trump.
Vivek Ramaswamy, founder of asset manager Strive, and Tesla CEO Elon Musk represent incoming President Donald Trump's "Department of Government Efficiency," with possible consequences for agencies and regulations.
The chairman and former CEO of Carson Group said he will gently remind people to call him Omani if they refer to him as Ron.
The next president has proposed cutting Social Security benefits taxes, which would deplete the system faster. Bipartisan support is needed to pass reforms, observers say.
Donald Trump will again be president next year, and with Republican majorities in Congress, some industries stand to benefit from regulatory cuts.
Nearly half of workers eligible for auto IRAs can't be verified, under requirements of the 2001 USA Patriot Act, the Bipartisan Policy Center found.
The giant asset manager's "timing is interesting", says analyst as State Street goes the other way, seeking approval for mutual fund share classes of existing ETFs.
