MAY 4, 2023

COLLEGE PLANNING

Lynn O'Shaughnessy

The Department of Education is calling it the “most ambitious and significant redesign of the federal student aid application in decades.”

FULL ARTICLE

HIGH NET WORTH

New IRS Commissioner Addresses Concerns About Audit Rates

Susan R. Lipp

Daniel Werfel says there’s no target on small businesses.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Financial Advisors Turn Focus to Income Assets

In partnership with Nasdaq

Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.

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FIXED INCOME

ESG Factors Enhance Credit Ratings in Predicting Default Risk

Larry Swedroe

Companies are likely to pay increasing attention to their behaviors related to ESG factors because the cost of capital impacts competitiveness.

FULL ARTICLE

HIGH NET WORTH

Taxing Wealthy Dynasties Seen Backfiring in States Like New York

Ben Steverman

Billionaires are more motivated to move out of places with estate taxes as they get older, a new study finds.

FULL ARTICLE

RESOURCE CENTER

More For You, More For Your Career

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How Wells Fargo Advisors can help your practice grow.

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