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Trump presidency would be worse for US debt, bond market than Biden, says Bill Gross
NEWS INDUSTRY NEWS MAY 27, 2024
Trump presidency would be worse for US debt, bond market than Biden, says Bill Gross

The famed bond king has weighed in, saying Donald Trump’s “more disruptive” tax and fiscal policies would aggravate the budget deficit.

The DOL’s fiduciary rule faces another legal challenge
RETIREMENT RETIREMENT PLANNING MAY 24, 2024
The DOL’s fiduciary rule faces another legal challenge

A coalition of trade associations including the Insured Retirement Institute, ACLI, and NAIFA has filed a civil suit against the contentious Retirement Security rule.

Stakeholders claim victory from SEC’s ether ETF approval
INVESTING ALTERNATIVES MAY 24, 2024
Stakeholders claim victory from SEC’s ether ETF approval

Voices from the wealth and crypto industries say the landmark crypto ETF verdict will open new doors for investors and advisors.

Former rap star Vanilla Ice disses death taxes
RETIREMENT TAX MAY 24, 2024
Former rap star Vanilla Ice disses death taxes

Rather than leaving cash exposed to “vulture” lawyers, the ‘90s chart-topper prefers two estate tax planning solutions.

Raymond James unveils new CFO in C-suite shakeup
NEWS BROKER DEALERS MAY 24, 2024
Raymond James unveils new CFO in C-suite shakeup

The broker-dealer giant has revealed new details of leadership changes as part of its long-term succession strategy.

TCW, Clearnomics team up to arm advisors with insights
YOUR PRACTICE PRACTICE MANAGEMENT MAY 24, 2024
TCW, Clearnomics team up to arm advisors with insights

The first-of-its-kind partnership provides advisors with shareable research on public and private markets, economic trends, and more.

The Externship adds bonus experience hours from CFP Board
NEWS RIAS MAY 24, 2024
The Externship adds bonus experience hours from CFP Board

The virtual training program’s enhanced credit, starting in summer 2024, helps lower a key barrier for aspiring CFP certificants.

Is a college diploma still worth it? Americans are split
NEWS INDUSTRY NEWS MAY 24, 2024
Is a college diploma still worth it? Americans are split

Survey reveals mixed views on college education, with just a fifth of adults willing to take on debt for a four-year degree.

No deal on global billionaire’s tax, says Yellen
RETIREMENT TAX MAY 23, 2024
No deal on global billionaire’s tax, says Yellen

The treasury secretary says proposed annual wealth tax on the ultra-affluent, currently tabled among G7 and G20 countries, won’t get US support.

Lawmakers get their wish as SEC gives Ether ETFs the green light
INVESTING ALTERNATIVES MAY 23, 2024
Lawmakers get their wish as SEC gives Ether ETFs the green light

Citing bitcoin ETFs, a bipartisan group of house representatives issued the call ahead of the federal securities regulator’s pivotal decision.