FINSUM
Biden’s Got a New Tax ‘Compromise’ for the Wealthy
(Washington)
President Biden has offered to abandon his original 28% corporate tax rate proposal to pay for his stimulus and infrastructure packages…see the full story on our partner Magnifi’s site
The Return of the DOL Fiduciary Rule
(Washington)
Many in the financial and insurance industries were surprised that the Biden Admin didn’t scrap Trump's Department of Labor Fiduciary Rule…see the full story on our partner Magnifi’s site
The Meme Stock Saga Continues
(New York)
It feels as though one week a month internet message boards collude to take on a stock…see the full story on our partner Magnifi’s site
Advisors Must Adapt to the Changing Needs of Wealthy Clients
Wealth and investment management are ever-changing, but a new generation of clientele is shifting that landscape even more quickly…see the full story on our partner Magnifi’s site
Investors Crave Personalization
Technology has spoiled us with personalization. Ads for goods targeted at our desires are all over the technology and social media consumers use…see the full story on our partner Magnifi’s site