Hit The New Year Running: Wealth Management Predictions For 2021 And Beyond
This is not going to be the usual round of crystal ball gazing to fill a slow news week. Last year showed that such pondering is obvious at best.
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FINRA Looking for COVID-19 Insights and Suggestions
You’ve learned a lot during the pandemic—and FINRA would like you to “share.”
Why Elizabeth Warren was *never* going to be Treasury secretary
If you think Warren was ever under serious consideration for the job Yellen got, then you don't know Joe.
Miami mayor urges Wall Street's huge financial firms to relocate to Florida touting low tax rates and pro-police agenda
Miami's Republican mayor is urging New York City's huge financial firms to leave Wall Street and relocate to Florida.
‘We do not negotiate with regulatory thugs’: RIA strikes back at SEC over 12b-1 fee charges
‘Principle is important, my integrity is not negotiable, and I will not settle with them,’ said Tim Pagliara of $1.1bn RIA CapWealth Advisors.
How Rules Governing Financial Advisors Could Change Under Biden
The financial services industry is preparing for regulatory changes under Biden that will impact every level of the financial world.
What Advisors Must Know About New PPP Loans And Stimulus, Kitces
Now that the new coronavirus stimulus package has been signed by Trump, there are plenty of provisions that financial advisors need to be aware of.
