The proposal, which has little chance of passing Congress, would also raise the top tax rate for Americans making $400,000, to 39.6% from 37%, reversing one of Trump's tax cuts.
An Indianapolis-based trio overseeing $417 million is joining from One To One Financial Advisors, along with a pair of Las Vegas-based advisors managing $160 million.
More than 1,000 clients signed a letter accusing the fund company of violating its fiduciary duty.
But the allegations cited in Dickson's BrokerCheck report are not specific; Dickson had led the firm since 2018.
Telarray Advisors, which has 18 employees, describes Creative Planning as a 'perfect match.'
Investment teams in the highest quartile for gender diversity outperformed others by 45 basis points, according to Willis Towers Watson.
Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.
More than 40% of women believe the US is currently in a financial crisis, with another 24% believing that it is nearing one, according to a Nationwide survey.
Richard Weisberg will operate as Weisberg Wealth Management in Naples, Florida.
The president's proposal, which would also give the government new power to negotiate drug prices, would extend the solvency of the Medicare trust fund beyond 2050, the White House says.
The identical twin brothers overbilled for advisory fees and used their clients' credit cards and bank accounts to finance luxury hotels, jewelry and apparel.
The core group of Angie Ostendarp, Jordan Raniszeski and Mary Sherrill Ware is joined by Mitch Mayfield and Jeff Vandiver.
Passive funds and ETFs won’t completely supplant active managers, but their market share will continue to rise.
Ameriprise jumped into the bank broker market in 2017 when it acquired Investment Professionals Inc.
Here’s why you need to read beyond the headlines and understand why this may be the most overhyped provision of SECURE 2.0.
Ralph Hamers received $13 million for his second full year in the job while the overall bonus pool for the rest of the firm was cut 10% to $3.3 billion.
Workplace culture is one of the most powerful employee magnets. This year’s InvestmentNews Best Places to Work for Financial Advisors illustrates how thoughtful leadership and practices create the kind of daily experience that makes everyone want to stick around.
Registered investment advisory firms provide a service that customers understand, demand and are willing to pay a good price for, in good times and bad.
Advisors and clients will see a flurry of coveted tax breaks come and go in the next three years. Here’s how to keep track.
Critics say Morgan Stanley's big launch of six Calvert ETFs was poorly timed in an environment where ESG has become a political football.
