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Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.
July 14 -
The president's signature tax law allows a long-standing business deduction for the cost of food provided to employees to expire.
July 14 -
Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.
July 11 -
Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.
July 11 -
Also this week, LPL Financial and Janney Montgomery Scott log recruiting deals while RIA aggregators like Sanctuary Wealth, Beacon Pointe and Carson Group go on an acquisition tear.
July 11 -
Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.
July 11 -
Tax clients are already starting to ask their accountants about the many changes in the massive One Big Beautiful Bill Act passed by Congress last week.
July 10 -
Morgan Stanley had gone to the Second Circuit Court of Appeals to fight a lower court's finding that its deferred compensation policies fall under federal retirement law.
July 10 -
Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
July 10 -
Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.
July 10