The U.S. Is About To Discover If Deficits Don't Matter
3 days ago · Republicans have embraced former Vice President Dick Cheney's 2002 dictum that deficits don't matter. U.S. investors may be about to disagree.
Former Advisor Gets 10 Years For Stealing $2.25M From Elderly …
May 20, 2025 · A former California advisor has been sentenced to more than 10 years in federal prison for bilking her elderly clients, some of whom were receiving end-of-life care, out of $2.25 million.
Trump's Next Hurdle: The Bond Market Hates His 'Beautiful' Tax Bill
May 22, 2025 · President Donald Trump cut a deal with blue-state Republicans on taxes and put down an 11th-hour rebellion by conservatives over spending to get his “one big, beautiful bill” passed by the House.
Younger Americans Seeing Value Of Advice More
May 22, 2025 · The advisor is also becoming highly trusted in matters of finance, the study found. Specifically, 33% trust financial advisors the most, followed by family members and spouses.
IRS Offers More 'Flexible' Repayment Plan For Tax Delinquents
May 22, 2025 · Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor ...
Why Generalists Will Struggle And Specialists Will Thrive In The …
3 days ago · Editor's Note: The Robots Are Coming is a multi-part series by Scott Winters that explores how artificial intelligence is reshaping the role of financial advisors. From humanoid avatars to ...
Focus To Merge Two Hub Firms By End Of Year, Creating $175B Firm
May 16, 2025 · Focus Financial Partners will merge two of its hub firms at the end of the year, the company confirmed. The company said Kovitz Investment Group in Chicago, which handles $35 billion in client ...
Summers Says Trump 'Attack' On IRS Risks $1 Trillion Revenue Hit
Apr 22, 2025 · Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor ...
Consumer Confidence Jumps Most In Four Years On Trade Truce
3 days ago · Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor ...
BofA's Hartnett Says Sell S&P 500 Rally Until Trade War Abates
Apr 11, 2025 · Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor ...