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WEB4 days ago · U.S. Banks Made $1.1T in Interest as Fed Held Rates: Report. The largest U.S. banks in particular have been paying customers rates far below what the banks could get over the past two-and-a-half years, according to the Financial Times.
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WEB10 hours ago · Democratic Senator Elizabeth Warren of Massachusetts has taken aim at the insurance industry's kickbacks to agents and financial advisors, arguing that their prevalence demonstrates the need for the Department of Labor fiduciary rule that was stayed by a court this summer.. In an investigation of the industry launched in April of this year, Warren's staff found that at least 29 annuity and ...
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WEB10 hours ago · Fifty-seven percent of investors say they are voting for Democratic nominee Kamala Harris and the rest for Republican nominee Donald Trump, while 53% of business owners say they're voting for Trump and the rest for Harris, UBS said it found in a survey of 971 U.S.-based investors with at least $1 million in investable assets and 500 business ...
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WEB10 hours ago · Vanguard, the world’s second-biggest asset manager, is planning a fresh push into the active fixed-income market, citing “extraordinary” inefficiencies and opportunities. While the firm is better known for its equities business, increasing its scale in fixed income is a priority, according to chief executive Salim Ramji.
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WEBSep 20, 2024 · Avoiding Surprises: When is it Time to Talk About Transitioning Wealth. While it can be a delicate subject, the earlier financial advisors start encouraging their clients to plan the decumulation of their wealth, the better the results. This is the first article in Financial Advisor IQ’s special report on generational wealth transfer.
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WEB10 hours ago · September 27, 2024. Wells Fargo has reached a major milestone toward getting regulators to lift the asset cap imposed on the firm in the wake of the 2016 bogus-account scandal, submitting a review of its overhaul ordered by the Federal Reserve, according to news reports. Wells submitted the third-party review "behind the …
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WEB1 day ago · And the long-term implications of "growing political discord" in the U.S. was cited by 77% of respondents as their main concern over the next decade, followed by rising cost of health care, cited by 67%, national debt, cited by 66% and U.S.-China relations, cited by 64%, according to the survey. Contact the reporter: [email protected].
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WEBOn some occasions, the benchmark providers review how sectors are organized and defined. In 2016, for example, GICS added real estate as a sector; in 2018, it revamped the telecommunication sector to include firms like Facebook's parent Meta, Netflix, and Google parent Alphabet alongside traditional telecoms like AT&T and Verizon.
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WEBApr 3, 2024 · Edward Jones will implement a platform fee for all its investment advisory fee-based accounts beginning June 1, according to a regulatory filing last week.. The platform fee replaces a portfolio strategy fee, which had different pricing structures for different programs, according to an Edward Jones spokesperson, who added that the changes are part of a shift toward a "unified program" for ...
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WEBDec 13, 2023 · Wells Fargo Advisors is turning up the heat on some of its smaller producers while rewarding those who generate growth but keeping its advisor compensation plan largely unchanged for 2024.. The new plan, announced yesterday, does not change the core payout grid. As has been the case for the past two years, advisors' monthly production threshold will be $13,500, with advisors earning 22% of ...
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