If Joe Biden is the winner of Tuesday's election, a Republican Senate could make it more difficult to overturn Trump-era regulations and enact the Biden agenda that would most impact financial advisors.
In 2016, WealthManagement.com created a to-do list for then-President-Elect Donald Trump. With Election Day now upon us, let's look back on how the president fared.
Dr. Dennis T. Jaffe, Keith Whitaker, Susan Massenzio and Jay Hughes
Anticipated estate tax increases means 2020 is a 'vintage-year' for trusts, but the rush can have negative long-term implications for the families that create them.
The division will begin hosting online seminars on financial investment education and wealth literacy, and will bolster partnerships with historically Black colleges and universities (HBCUs).
Terrence Chalk used the alias 'Dr. Terrence Cash' to keep clients from learning about his criminal record and convinced retirees to invest their savings, which he used for his own expenses, according to the SEC.
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