Fintech M&A rebounds from the pandemic
Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.
Read MoreFunding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.
Read MoreWith a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.
Read MoreAdvisors need a complete picture of the unique defined benefits and compensation a veteran receives.
Read MoreIn unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.
Read MoreWhile Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.
Read MoreIf Republicans keep their majority, the incoming administration will likely have to pick moderates over progressives to have any chance of getting its nominees approved.
Read MoreA 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.
Read MoreThe president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.
Read MoreOpening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans.
Read MoreWith a divided government, some proposals are bound to change as part of the give-and-take of the legislative process, writes Skip Schweiss.
Read MoreClients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.
Read MoreBig changes to regulations and retirement planning could be in the mix following the Democrat’s election victory.
Read MoreWith a Democrat set to take the White House in January, the agenda for agencies like the CFPB could undergo a rapid transformation, housing finance reform could be turned on its head and progressive banking ideas that were unthinkable over the past four years could gain traction.
Read MoreThey seem to be taking the coronavirus seriously and using it as an occasion to recommit to financial wellness, a Financial Planning survey finds.
Read MoreBut the regulator also ordered record payouts in 2020, including restitution through a self-reporting program that drew industry ire.
Read MoreIt’s at least the second time in just a few weeks that the firm has sought to limit the expense of rewarding well-paid employees.
Read MoreRegardless of who wins the White House, the scope for tax legislation in the near term will be limited.
Read More“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.
Read MoreWith many investors still stuck inside, the future of fintech is more important than ever.
Read MoreThe private equity-backed firm’s bottom line has been less affected by coronavirus-related low interest rates than its rivals, Moody’s says.
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