FA News

New W-4 Form Aims To Prevent Tax Refund Surprises, IRS Says

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The new form will apply to workers who start new jobs in 2020.

$600M Virginia Advisor Team Leaves Wells Fargo For Raymond James

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The team will operate as Sisk & Marvel Investment Group of Raymond James in Richmond, Va.

Broadridge To Acquire Canadian Fintech Developer For $300M

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The purchase of RPM Technologies is expected to strengthen Broadridge's Canadian offerings.

Raymond James Recruits Advisor Team That Managed $520M At Morgan Stanley

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IronRidge Wealth Management Group's three-advisor team is based in Basking Ridge, N.J.

A Doctor-Advisor Finds Rx For Client's Financially Abused Father

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Dr. Steven Podnos used a trust strategy to help a retired Air Force officer.

Goldman Pitches Strategy Pivot As Firm Targets Areas For Growth

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Transaction banking will be one focus as the firm prepares to roll out a new cash-management system.

Bitcoin's Rally Masks Uncomfortable Fact: Almost Nobody Uses It

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Hardly anyone is using the world’s largest cryptocurrency for anything beyond speculation.

SEC Advisor Exams Zero In On Advisor Treatment Of Seniors

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The agency seems to be scrutinizing advisor policies pertaining to senior citizen clients, an attorney said.

Musk Loses $4.9 Billion In Tesla's Worst-Ever Start To A Year

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The rout has erased a total of $7.8 billion from the stakes of Tesla’s four biggest individual shareholders.

Bad Month Gets Uglier For Pretty Much Everything Except Bonds

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Risk assets have had a lousy month with only traders long bonds and the dollar smiling.

Wall Street Slams Trump's Mexico Moves As 'Serious Risk'

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"You risk turning the economy upside down,” one analyst said.

A 600-Page Textbook About Modern Monetary Theory Has Sold Out

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The unorthodox doctrine says governments have spare capacity to borrow and spend.

Has Health-Care Sector Caught A Cold It Can't Shake?

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The stalwart sector is running into heavy political headwinds.

$330M Kansas RIA Joins Carson Partners Platform

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Driven Wealth Strategies was formerly with Waddell & Reed.

LPL Will Cut ETF Prices On RIA Platforms

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Fees will be reduced by 45 percent on funds from certain sponsors.

Alzheimer's Erodes Money Skills Earlier Than Previously Thought, Duke Study Says

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Deterioration of money skills can be seen in people during the early stages of the disease, researchers said.

What Wealthy Clients Want From Advisors

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They want expertise, ethics and strong engagement, an industry group says in a new report.

Goldman Steers Stock Pickers Toward ETFs As Liquidity Evaporates

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That might be a bitter pill to swallow for stock pickers.

N.J. Pension To Cut Hedge Fund Exposure 50% Amid High Fees

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The state investment council voted to cut its target allocation to hedge funds to about $2 billion.

Is The Timing Right For New Managed Futures ETF?

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Recent volatility might bode well for the newly launched iM DBi Managed Futures Strategy ETF.