Politics and policy
Politics and policy
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Organizations that work toward boosting industry diversity say President Trump and other critics may be missing the moral and business implications of their efforts.
March 12 -
In a positive sign for the economy, headline inflation slowed in February. But the reading alone likely is not enough to break the Federal Open Market Committee out of its wait-and-see mode.
March 12 -
The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.
March 11 -
The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.
March 11 -
The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.
March 10 -
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
Banks' latest annual reports, filed in the early weeks of the second Trump administration, provide a window into how the industry is adjusting to a new political climate.
February 27 -
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26 -
The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.
February 24 -
Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.
February 13 -
The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.
February 6 -
Advisors say they are watching these changes closely, making portfolio adjustments where needed and generally reassuring nervous clients that they have planned for this sort of volatility.
February 4 -
Whether these are watershed moments or not, markets have taken notice of the latest artificial intelligence advancements.
January 31 -
Ethicists who voiced concern during Trump's first administration have said that this time around, having a publicly traded company increases the risks of conflicts.
January 30 -
Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.
January 29 -
Crypto enthusiasts' faith is tested as an executive order, a bitcoin sell-off and the introduction of meme coins by the president and first lady mark the first 10 days of his second term.
January 29 -
Despite a flurry of executive orders targeting renewable energy, fossil fuels and environmental policy, advocates say many companies and countries are continuing ESG and DEI initiatives. But they might not be calling them that.
January 24 -
China currently dominates the market for the hardware and software used to mine cryptocurrency. Creating a large federal reserve would expose a major U.S. asset to potential Chinese meddling.
January 22 -
An airline's 401(k) fund used BlackRock as its asset manager. The case could open the floodgates.
January 15



















