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With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.
November 27 -
President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.
November 27 -
The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.
November 27 -
Starting next year, all of its existing RIA non-retirement clients' cash balances will be moved from higher-yield money market funds to FCASH — a lower-yield cash management product.
November 26 -
The largest fee-only RIAs expanded rapidly in the past year, but a new No. 1 led a group including Savant, Moneta, EP Wealth, Modera and The Mather Group.
November 26 -
The new Granny Shots ETF from Fundstrat is built around large caps and has already drawn more than $400 million from investors.
November 26 -
Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.
November 26 -
Orlando, Florida, ranks as the top city for retirement due to a lower tax rate and a large amount of recreational activities.
November 26 -
Former Western Asset Management co-Chief Investment Officer Ken Leech was charged with engaging in an alleged "cherry-picking" trading scheme.
November 25 -
The US Sustainable Investment Forum (SIF) sees thin Republican majorities in Congress hampering anti-ESG legislation from advancing.
November 25