FA News

Women Pay 18% More In Banking Fees Than Men, Research Finds

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Women make less money than men, so may be more prone to penalties for bounced checks, researchers said.

Smart Summertime Tax Moves For High-Net-Worth Clients

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Now's the time to lay out strategies for your clients, especially now that tax reform is better understood.

The Jeffrey Epstein Guide To Cutting Your Tax Bill By 90%

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The Virgin Islands played a key role in Epstein's ability to evade federal income taxes.

American Parents Increasingly Expect Kids To Help Pay For College

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Almost a third of parents said they will have to delay retirement because of their kids' student debt, a survey said.

Powell Likes It Hot As He Tees Up First Fed Rate Cut In A Decade

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The Fed chairman is taking on a task that many of his inflation-wary predecessors shunned.

How Gen X Parents Raised Gen Z Kids: Different Than Millennials

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“Gen X is raising Gen Z to look like them: autonomous, cynical, with looser reins,” one researcher said.

Kamala Harris Offers 'Medicare For All' That Keeps Private Plans

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The California senator said her plan wouldn’t raise taxes on households making less than $100,000 a year.

CJM Launches Business Advisory Solutions Division

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The new branch aims to help business owners reduce their overhead expenses, taxes and exposure to risk.

Reverse Mortgage Product Launched In New York

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HomeSafe Standard is offered by Finance of America Reverse of Tulsa, Ariz.

Goldman's Largest ETF Gets A Boost From Trades Just After 4 p.m.

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A striking pattern emerges when you look at trading activity in the largest exchange-traded fund run by Goldman Sachs.

Who Invests In Bitcoin?

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A new survey finds that a broad range of investors are interested in the digital asset.

What To Do When Clients Worth $11M Are Spending Their Way To Bankruptcy

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The tale of this advisor shows that wealthy clients aren't immune to financial problems.

Douglas King To Chair 2021 CFP Board Of Directors

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King will serve as chair-elect next year.

Robo-Advisor Swell Shuts Down After Two Years

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The start-up, which focused on ESG investment, said it failed to achieve enough scale.

Bill Gates And Former Bass Guitarist Aim To Change Health Care

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The challenge for much of the developing world is how to get health care day to day, not just for a single illness.

Millennials Say They Are Struggling To Save Money

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Forty percent of millennials have less than $1,000 in savings, a new survey shows.

Carson Restructures With Co-Presidents And Expanded HQ

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The strategy behind the moves is to support further growth of the investment advisor, executives said.

Ex-JPMorgan Banker Petermann Plans $500 Million Hedge Fund

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The Merlyn Advisors fund will bet on so-called special situations, such as spinoffs and mergers, in Europe.

U.S. Growth Slows To 2.1% As Trade Tensions Weigh On Businesses

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Weaker business investment and exports were among the factors in the decrease.

Record Stock Prices Are Failing To Charm The Mom-And-Pop Crowd

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The best start to a year for U.S. stocks since 1997 comes as money is being pulled from passive and active funds.