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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.