Creeping interest rates may finally test the much-discussed recent run on mergers and acquisitions, according to The Wall Street Journal. That could be good news for some mutual fund investors. For one thing, rising rates will increase the cost of borrowing.
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Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
10h ago -
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
10h ago -
As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.
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Looking forward to not answering client phone calls? Here's how to make it happen.
July 3 -
In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.
July 2 -
Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.
July 2