President Joe Biden and his economic team are planning to forgo an expansion of the estate tax in the administration’s coming individual tax-hike proposals, according to people briefed on the plan.
The advisory profession is set up to encourage selfishness and greed. For that to change, compensation must change. These thoughts are radical, so take a seat before you read.
Investors betting against green trades are going up against the world’s most powerful governments.
The Federal Reserve is expected to announce it will begin trimming its $120 billion in monthly asset purchases before the end of the year as the U.S. economy recovers strongly from Covid-19, according to economists surveyed by Bloomberg.
A corner of the debt capital markets known for still sending official notifications via email and even the occasional fax is poised for a modern update.
What value should we place on economic analysis from someone with antisemitic views?
For those who elect to take passive strategies, like TDFs, assess your risk profile and that of the markets and invest accordingly.
This article demonstrates why the conventional wisdom of “stocks in taxable, bonds in tax advantaged” is not reliable.
You will demonstrate an extra level of value when you help a client with cash flow.
New research shows that, since 2010, “green” stocks – those of companies with a low carbon footprint – have outperformed “brown” stocks. That may have been caused by increased demand from investors pursuing an ESG mandate, which means the effect is temporary and brown stocks now have higher expected returns.
Given the increase in interest of registered index-linked annuities (RILAs) and consistent growth in sales, advisors should understand the basics of the product and how it works.
There will be a large drawdown and an extended low/negative return period to balance out the above average return of the last 12 years.
The harmful power of mistaken money beliefs.
Checkout.com is leading a $110 million funding round for Saudi payments firm Tamara in one of the Middle East’s largest-ever startup investments as demand booms for e-commerce and fintech solutions.
Wall Street got its stimulus. Now it’s hearing about the bill.
To his 50,000 Twitter followers, Michael Green is an acerbic critic of the passive investing boom and the disquieting distortions it has inflicted on the U.S. stock market.
As the global pandemic intensifies the boom in ethical investing, Citigroup Inc. now projects ESG stock ETFs in the U.S. alone will boast more than $1 trillion in assets by 2030.
Leon Cooperman declined an invitation from Senator Elizabeth Warren to testify at a tax hearing.
Digital Asset Holdings LLC, the blockchain software developer that caters to corporate applications, raised more than $120 million from investors 7Ridge and Eldridge.
What is Bob up to? Bob started off this year’s AP Market Summit by joining the first session, which was yoga, hosted by Advisor Perspective’s Ashley Taylor.
A broad attempt by Congress to stem China’s influence could put at risk research collaborations and funding that U.S. universities count on by subjecting some foreign gifts and contracts to national security reviews.
Nigerian banks’ dominance of their home turf is virtually unparalleled.
Hedge fund giant Marshall Wace is ringing alarm bells about the booming SPAC market after building up long and short bets on blank-check companies that total more than $1 billion.
My core values are based on five Hawaiian words: mahalo, aloha, ohana, pono, and imua. These words closely align with the values I learned from my mother and my father.
Open Co, a Brazilian fintech that specializes in unsecured loans to individuals, is raising 1.5 billion reais ($270 million) through a credit line led by Goldman Sachs Group Inc.
Emerging-market bulls who’ve benefited from moderating U.S. Treasury yields are bracing for a relapse as political risks pile up.
Investors’ love affair with technology stocks has cooled off noticeably this year.
How do you stop being busy and constantly multitasking? Imagine if you could gain back 40% of your productivity!
Ask someone a question in which the respondent has a vested interest in how it is answered, and you know what the answer is before asking it. I see this when I am talking to advisors about the RIA model.
You cannot assume the Gen Xers and Millennials who’re receiving that wealth will automatically turn to you for help managing it.
How do we keep our teams motivated to keep looking and growing?
For more than 20 years, Emery Kertesz guided our audio equipment company through every minefield imaginable. Part of his success was based on his raw intelligence, military training, passion and curiosity.
Black swans are rarely as surprising as the concept suggests.
How do we preserve and grow our client's wealth at inflation-adjusted rates, consistent with long-term returns of the requisite asset class, and to do so without taking undue risk of a permanent loss of capital?
How should clients use tax-advantaged accounts? By quantifying the tax benefits of those accounts, we can refine recommendations on asset location and the traditional-versus-Roth decision.
How many bad/failed companies are being carried by the forbearance of their private and public creditors and emergency injections of cash from government?
There has been an explosion in academic research on the impact of implementing ESG on the risk and returns of equity portfolios. Research on fixed income, which has received less attention, shows that positive ESG scores correlate with lower yield spreads, decreasing future returns for bond investors.
In 40 years, I’ve never seen as many signs of change in the planning/advisory profession as I see right now.
Imagine never having to do your least favorite chore!
Coinbase Global Inc. seesawed on Thursday following a volatile trading debut, with momentum building around the stock even as some in the market struggled to place a value on the biggest U.S. cryptocurrency exchange.