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Capital gains increase at heart of Democrats' tax-the-rich plans
NEWS REGULATION AND LEGISLATION MAR 12, 2019
Capital gains increase at heart of Democrats' tax-the-rich plans

Experts say various Democratic plans for hiking taxes generally come down to increasing the capital gains rate.

Debit card to add 'stock-back' rewards
YOUR PRACTICE FINTECH MAR 12, 2019
Debit card to add 'stock-back' rewards

With a Stash card, buying something from Amazon or paying your Netflix bill will earn you fractions of shares of those companies' stocks.

Wells Fargo CEO disputes claim the bank is too big to manage
NEWS WIREHOUSES MAR 12, 2019
Wells Fargo CEO disputes claim the bank is too big to manage

Sloan tells the House Financial Services Committee that Wells is working to address regulators' concerns.

Wells Fargo CEO Tim Sloan draws bipartisan criticism at tough House hearing
NEWS WIREHOUSES MAR 12, 2019
Wells Fargo CEO Tim Sloan draws bipartisan criticism at tough House hearing

Republicans and Democrats grill Tim Sloan for more than four hours.

Forget zero fees. This ETF is offering to pay investors
INVESTING ETFS MAR 12, 2019
Forget zero fees. This ETF is offering to pay investors

Salt Financial plans a low-volatility stock ETF that will give people 50 cents for every $1,000 they invest

Things to watch as Tim Sloan of Wells Fargo testifies before Congress
NEWS WIREHOUSES MAR 11, 2019
Things to watch as Tim Sloan of Wells Fargo testifies before Congress

House Financial Services committee will grill the CEO Tuesday about the progress he's made in resolving the bank's scandals.

JPMorgan rolls out cheapest-ever stock ETF
INVESTING ETFS MAR 11, 2019
JPMorgan rolls out cheapest-ever stock ETF

Bank will charge just 20 cents for every $1,000 invested, bringing the market a step closer to zero-fee ETFs.

SALT stays: Limit on deduction for state and local taxes isn't going anywhere
NEWS REGULATION AND LEGISLATION MAR 08, 2019
SALT stays: Limit on deduction for state and local taxes isn't going anywhere

Republicans don't want to tinker with tax reform, and Democrats don't want to be seen giving the wealthy a break.

UBS escalates its pursuit of rich Americans with staff promotions
YOUR PRACTICE PRACTICE MANAGEMENT MAR 06, 2019
UBS escalates its pursuit of rich Americans with staff promotions

Bank names 96 managing directors in Americas, including 60 financial advisers, as it targets more billionaire clients.

Millennial women take back seat when it comes to their own finances, UBS survey says
NEWS INDUSTRY NEWS MAR 06, 2019
Millennial women take back seat when it comes to their own finances, UBS survey says

59% of women age 20 to 34 defer investing and financial planning to spouses, according to survey.