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Internal Revenue Service employees are being offered a last chance for a voluntary buyout as the Supreme Court blocked a ruling requiring the IRS to rehire workers.
April 8 -
House Freedom Caucus Chairman Andy Harris says he is open to the creation of a new 40% tax bracket for those earning $1 million or more, lending credence to an idea Republicans are considering as a way to offset some new tax cuts.
April 8 -
Even before tariffs were dominating headlines, dealers and auction houses were already glum about their 2025 art market prospects.
April 8 -
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
April 8 -
From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.
April 8
IRALOGIX -
Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.
April 7 -
Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought.
April 7 -
The deal, expected to close in the second half of the year, will bring in $16 billion in client assets and 110 advisors.
April 7 -
Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.
April 7 -
Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.
April 7 -
Meanwhile, former Charles Schwab CEO Walt Bettinger saw a 10% compensation increase for his final year on the job.
April 7 -
Traders are struggling to predict the Fed's next move amid rising recession fears, volatile rate-cut bets and growing uncertainty over global tariffs.
April 7 -
The JPMorgan Chase CEO voiced concerns about President Trump's tariffs, warning of potential economic instability, inflation and damage to international alliances.
April 7 -
President Donald Trump's much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package now in negotiation.
April 7 -
Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.
April 4 -
Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
April 4 -
Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.
April 4 -
As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.
April 4 -
More than 60 lawyers wrote in response to a memo by Deputy Attorney General Todd Blanche that called for a broad reorganization of the department.
April 4 -
The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.)
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