The municipal bond market experienced its seventh straight year of positive performance in 2020, but will the progress toward recovery continue in the second half of the year? For insight, Michael Scarchilli, editor-in-chief of The Bond Buyer, sat down with PNC EVP and public finance head Rob Daily, Hilltop Securities vice chairman and head of public finance David Medanich, and City of Dallas Chief Financial Officer Elizabeth Reich for their viewpoints on the macroeconomic picture and prospects for the U.S. munis market. The panel also discusses how the first two quarters of the year have fared with additional government stimulus programs and the rollout of the COVID vaccine.
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At Financial Planning's recent AI Virtual Summit, Sameer Munshi of EY Consulting discussed how advisors could use the burgeoning technology to safely test client messaging and more.
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The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.
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A new bipartisan bill has the potential to significantly decrease the number of retirees who deplete their savings due to long-term care expenses, according to Morningstar researchers.
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Rossby Financial CEO Andrew J. Evans applies the entertainment legend's "plussing the park" philosophy to keep his firm's tech stack flexible.
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Ryan's selection may indicate an SEC aiming to resolve more violations by other means than enforcement actions, one lawyer said.
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The tide is in the wirehouse's direction in its fights with advisors who've left for rival firms.
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