The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.
November 25
1 Min Read
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The No. 1 IBD is responsible for nearly half of the dozen mega-moves in its sector this year.November 24
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The Office of the Comptroller of the Currency says JPMorgan Chase’s fiduciary unit lacked sufficient controls to manage risk and avoid conflicts of interest.November 24
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As some firms closed their doors, the regional BD saw a selling point for new recruits and existing FAs in a different approach.November 23
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Far from commoditized, digital advisors' performance varies widely, according to new research.November 23
Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.
The former U.S. attorney for the Southern District of New York was also once a top aide to Senate Minority Leader Chuck Schumer.
Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.
As the Federal Reserve strives to help the economy, wealth managers’ revenue takes a hit.
It’s another big get for a bank that has been busily luring away top talent from the wirehouses.
Executives provided advisors an update. The company has separately said it cut more than 200 retail branches at the end of last month.
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Disclosing such information is rare in wealth management, but long overdue, says Andy Sieg.November 19
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For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.November 19
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Necessary new approaches include better cultural understanding, more flexibility for new entrants and more outreach, advisors and executives say.November 19
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The guidance clears up the tax treatment of expenses when a loan from the Paycheck Protection Program hasn’t been forgiven by the end of the year.November 19
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The former wirehouse team oversaw $1.15 billion and will staff a newly opened office for the regional BD.November 19
