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JPMorgan’s Dimon Sees Inflated Stocks as ‘Animal Spirits’ Return

January 22, 2025

JPMorgan’s Dimon Sees Inflated Stocks as ‘Animal Spirits’ Return

The CEO remains cautious about deficit spending, the potential for persistent inflation and geopolitical issues.

IRS' New Roth Catch-Up Contribution Guidance: The Details

January 22, 2025

IRS' New Roth Catch-Up Contribution Guidance: The Details

Here's what 401(k) advisors and employers should know about the long-awaited proposed regs.

Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.

January 22, 2025

Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.

Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.

BofA CEO Says He’s ‘Not Going Anywhere’

January 22, 2025

BofA CEO Says He’s ‘Not Going Anywhere’

Brian Moynihan also said advancements in AI and automation help keep costs and headcount in check.

This Ohio Regulator Will Help Shape How U.S. Annuity Sales Rules Really Work

January 22, 2025

This Ohio Regulator Will Help Shape How U.S. Annuity Sales Rules Really Work

Judith French is in charge of the suitability rule update meant to mesh with the SEC's Regulation Best Interest.

SALT Talks Gain Steam With Trump’s Blessing on Tax Break

January 22, 2025

SALT Talks Gain Steam With Trump’s Blessing on Tax Break

Lawmakers want to finalize a figure for the deduction cap in the coming weeks, GOP representatives say.

Widows Will Inherit $51 Trillion in Great Wealth Transfer: Cerulli

January 22, 2025

Widows Will Inherit $51 Trillion in Great Wealth Transfer: Cerulli

With so much money poised to be passed on to women, advisory firms should address gender service gaps.

Capital One Refunds Customers for Late Fees Related to Outage

January 22, 2025

Capital One Refunds Customers for Late Fees Related to Outage

Customers with charges from outside businesses due to missing direct deposits should get in touch, the bank says.

Did the Trump Tax Cuts Pay for Themselves?

January 22, 2025

Did the Trump Tax Cuts Pay for Themselves?

Tax revenue grew faster than expected, but it's complicated, the Committee for a Responsible Federal Budget says.

What's Next for Trump’s Tax Policies and Other Plans?

January 22, 2025

What's Next for Trump’s Tax Policies and Other Plans?

Talks with lawmakers Tuesday ended without a deal on how to advance the president's signature tax policies.