The Market Is Up 60 Percent Over The Last Four Years. How Does That Affect Estate Plans?
The market is up about 60 percent since Donald Trump was elected President of the United States. That should raise estate planning concerns.
Aggregation Is In The Air For Retirement Advisory Firms As The Big Look To Get Bigger
Expectations for 2020 suggest that even more firms are expected to go up for sale and be purchased by aggregator firms with larger cash flows.
Wealth Managers Should Expect Even More Mergers & Acquisitions In 2020, After 2019 Sets New Records
2019 was another record setting year when it came to mergers and acquisitions.
Majority of Americans favor wealth tax on very rich
The idea of imposing a wealth tax on the richest Americans has elicited sharply divergent views across a spectrum of politicians.
Trade, interest rates top finance fights for 2020
President Trump is eager to protect a solid stretch of economic growth and clinch key victories in his trade fights with the election approaching.