Special Program Root Tag

Trump returns to the White House promising both deregulation and tariffs, the Fed considers whether to keep dropping interest rates or not and markets, which hit new highs in 2024, are watching it all closely in the new year.

The Federal Open Market Committee cut the fed funds target again in December but signaled fewer cuts in 2025. There was some dissent. The markets are watching to see if the Federal Reserve pauses its easing cycle in January. Brian Rehling, head of global fixed-income strategy at Wells Fargo Investment Institute, recaps and parses the previous day's FOMC meeting and Fed Chair Jerome Powell's press conference.

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.

Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.

Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

A week ahead of inauguration day, Scott Colbert, executive vice president, director of fixed income and chief economist at Commerce Trust, takes a look at how the Federal Reserve and the economy will fare in President-elect Donald Trump's second run in the White House.

From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.

American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.

From those with no corporate tax at all, to those that tax everything they can — a guide to most and least competitive states when it comes to taxing businesses.

President-elect Donald Trump will loom large over financial services next year. But new CEOs at Vanguard and LPL Financial, new heads of professional organizations and other key players will also drive change.

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.