Featured
CEO Turnover Is Accelerating Across Global Markets
The recent announcement that Tim Cook will step down as CEO of Apple, with longtime executive John Ternus set to assume the role on September 1, reflects a broader leadership inflection point that wealth advisors and RIAs should not view i
American Express CEO On Blowout Earnings, Travel And $4 Gas Prices
(Yahoo! Finance) - American Express (AXP) stock fell at the open, even as results beat across the board.
Recent
Clermont Trust USA Goes Live on the SEI Wealth Platform
“Serving trust companies and regional and community banks has been integral to our business for more than 55 years, and we understand the increasing challenges they face in a dynamic and competitive wealth management landscape."
Flexible Plan Investments Launches FlexDirex
The FlexDirex strategies use Direxion leveraged and inverse single-stock ETFs, which seek daily leveraged or inverse exposure to an underlying security. Direxion is a leading provider of tactical ETFs.
Warren Buffett Will No Longer Write Annual Letter, Speak At Berkshire Hathaway Shareholder Meeting
Warren Buffett is "going quiet."
The Math Behind Trump’s 50-Year Mortgage Gambit: Lower Payments Now, But Almost Double The Long-Term Costs
President Trump has floated 50-year mortgages as a way of improving housing affordability and bringing new life back to the deeply stuck market.