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12 Best & Worst Broker-Dealers: Q2 Earnings, 2022
By Janet LevauxIn the worst quarter for the S&P 500 since 2020, four big BDs reported earnings growth.
August 01, 2022
Manchin-Schumer Deal Has a New HurdlePrivate equity firms are pushing to strike language that suggests carried interest be taxed at a higher rate.
August 01, 2022
Income Obsession Sweeps Across Asset Classes as Stocks SwerveIn the $6.6 trillion ETF arena, three dividend-focused funds rank among the top 10 in terms of equity inflows so this year, Bloomberg reports.
July 28, 2022
Rich Wall Streeters Face Shock Tax Hike While Rest of Wealthy EscapeSenator Joe Manchin supports ending the carried interest tax break and increasing IRS audits but has rejected raising the $10,000 SALT deduction.
July 28, 2022
New Tax Deal Is a Bill the Markets 'Can Live With': Valliere"No one in Washington — including us — saw this coming," said Greg Valliere, chief U.S. Policy Strategist for AGF Investments.
July 27, 2022
When Will We Finally Get a Spot Bitcoin ETF?SEC Commissioner Caroline Crenshaw told me where she still has major questions and concerns about the crypto market.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 25, 2022
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse RolloverOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.