Registered investment advisors have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research.
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How to get people to share personal information
You can learn a lot about people without seeming intrusive. Simply ask the right questions!
Trump pick for Treasury: extending tax cuts the ‘most important’ issue
Trump’s pick for Treasury secretary, Scott Bessent, says letting the 2017 tax expire would unleash a $4 trillion tax hike that could crush the U.S. economy.
WASHINGTON- The Senate Finance Committee grilled President-elect Donald Trump's choice for Treasury Secretary Thursday. Scott Bessent, a South Carolina billionaire hedge fund manager, wasted no time getting to the crux of his confirmation hearing: the expiring Trump tax cuts. Democrats also questioned Bessent about Trump's tariff threats against Canada,…
Five retirement-industry trends to watch in 2025
An IRIC report forecasts the evolution of defined contribution plans in 2025 to improve support of workers’ long-term financial security.
A new report from the 2024 Workplace Wellness Survey published today by the Employee Benefit Research Institute and Greenwald Research finds U.S. military veterans reporting higher levels of financial, social, emotional and workplace well-being than their non-veteran counterparts.
US inflation picked up in December, though underlying price pressures ease
Wednesday’ s report from the Labor Department showed that the consumer price index rose 2.9% in December from a year ago, the highest since July, up from 2.7% in November. The slowdown in core price increases was greeted with relief on Wall Street, with Dow Jones futures pricing surging nearly 700 points on the report's release. Such concerns have sent interest…
Americans are more optimistic about the economy than they have been in years even as the effects of inflation linger, according to the 2024 Q4 Quarterly Market Perceptions Study from Allianz Life.
Social Security Fairness Act increases need for financial advice
The Social Security Fairness Act repeals two provisions that reduce or eliminate Social Security benefits for public sector workers.
It’s a new year: How will you reinvigorate your client service?
The new year presents new opportunities to provide premier client service and to connect with fellow financial professionals across the globe.
Corporate tax cuts aren’ t necessary— factoring in state taxes, the 25.8% U.S. rate is about average for industrialized countries and lower than in Japan and Germany. Combating that trend would require printing lots of money and inflation, inspiring a midterm election disaster for Republicans and rendering Mr. Trump a crippled lame duck. The U.S. economy has grown…
Fewer report having retirement savings than a year ago
New York Life’s 2025 New Year Outlook Wealth Watch survey finds that financial confidence persists for American consumers, despite ongoing financial pressures.
Brahim has been a member of FPA for many years and has served in various capacities on the Board of Directors of the FPA of Pittsburgh.
How can people tell if you are sincere?
Here are some behaviors that cause people to doubt you.
Ex-employees sue Verizon over pension transfer deal with Prudential, RGA
A group of ex-Verizon employees filed the latest lawsuit challenging the efficacy of insurance companies managing pension funds.
Gary Brecka, Cardones file dueling lawsuits in battle of social media stars
A bitter fight between social media personalities in a fractured business partnership resulted in dueling holiday lawsuits between Gary Brecka and Grant Cardone.
Confidence is key to cold calling success
Confidence is the key to cold calling and that confidence comes from being uncomfortable.
Overcoming the indecision of prospects
Two industry experts share some tips advisors can use to help convert procrastinating prospects into long-term clients.
What issues top consumers’ list of financial goals for 2025?
As the new year approaches, Americans are prioritizing financial health in their resolutions, with debt reduction near the top of the list.
3 issues investors must be aware of in 2025
Investors must keep their eyes on three issues as they look ahead to the new year, according to a panel of Morningstar experts.
