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April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoe
Growth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 04, 2025
Businesses Pounce as GOP Weighs Limiting Corporate SALT Break
Politicians may trim C-SALT to pay for raising the individual SALT deduction to $25,000.
April 04, 2025
Christine Benz: Talk to Clients About Inflation, Liquidity
Advisors might also consider discussing how trade changes could hit household cash flows, the Morningstar analyst says.
April 04, 2025
Stay Cool, Don't Sell, Slott and Edelman Say
"The worst thing to do is to make emotional drastic moves or change your plans," says Ed Slott.
April 04, 2025
Josh Brown: It's Not Time to Buy the Dip
Clients who want to take gains should be careful to avoid tax liability, the Ritholtz Wealth CEO says.
April 04, 2025
S&P Still Has Plenty of Room to Fall
"We’re all navigating in the dark with recession risks rising,” said EP Wealth Advisors' Adam Phillips.
April 04, 2025
9th Circuit Rules for Foresters in California Life Policy Lapse Case
The court found that the policyholder was responsible for not sending her insurer a change-of-address notice.
April 04, 2025
5 Tips for Talking to Clients in Volatile Markets
No one knows what will happen next, but markets have rewarded patience in the past. What do you say?
April 04, 2025
Powell Signals Fed Still on Hold, Wary of Persistent Price Shock
The Fed chair emphasized the central bank doesn’t need to hurry to adjust interest rates.
April 04, 2025
Bill Gross Warns Dip-Buyers to Stay Out of ‘Epic’ Market Turmoil
"Investors should not try to ‘catch a falling knife,'" the PIMCO co-founder said.