Politics and policy
Politics and policy
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In an effort to "stop the woke corporate agenda," West Virginia's treasurer added Citigroup, TD Bank, Northern Trust and HSBC to a list of firms banned from providing banking services to the state.
April 9 -
The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.
April 8 -
The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.
April 5 -
More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.
April 1 -
The central bank is holding fast to its plan for three rate cuts, even as inflation remains stubborn. But is a soft landing still likely?
March 21 -
Veteran policymakers from opposing sides of the aisle argue that the incentives for 401(k) and IRA savings should be redirected toward funding the program.
March 20 -
President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
March 15 -
A CFP Board-commissioned survey found that the vast majority of retirement savers think fiduciary standards for rollovers are already in place or should be.
March 12 -
The U.S. economy gained 275,000 jobs in February. That sounds like good news — but will it spook the Fed out of cutting interest rates?
March 11 -
A sometimes-overlooked measure of the 2022 law could put free money into millions of workers' retirement plans.
March 5