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The so-called fiduciary rule, a landmark retirement-savings rule, is widely expected to be watered down or repealed as Republicans look to roll back a series of Obama-era regulations.
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German convent long survived by selling milk and candles and collecting interest on bank deposits. When Europe’s central bank began cutting rates, it needed another strategy
As people jump from job to job, they may forget about a 401(k) account or pension benefit. Here’s how to find it.
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Adviser Voices: Anthony Colletti, a certified financial planner at Northwestern Mutual in Southborough, Mass., sees overnight-success stories as an underserved niche in the wealth-management world and offers tips on how to help them.
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Congressional Republicans hope to scrap two contentious rules meant to rein in conflicted investment advice and payday lenders once President-elect Donald Trump takes office.
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Donald Trump hasn’t said a lot about Social Security funding or other retirement-savings policies, but his few comments—along with congressional Republicans’ proposals—provide some insight on what to expect.
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Adviser Voices: Kevin Ward, senior vice president and wealth-management adviser at Merrill Lynch Wealth Management, suggests sole practitioners consider partnering up to elevate their business and better serve clients.
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WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on how principles of the “fiduciary rule” could survive as the de facto industry standard and allegations Bank of America Corp. misled some of its Merrill Lynch brokers after introducing changes to its international dealings.
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Cutting the corporate tax rate will boost the U.S. economy. But Trump’s 15% target is too low.
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The British pound’s plunge in value brought on by the Brexit vote triggered a steep slide in U.K. wealth, shrinking the number of British millionaires and showing how recent currency gyrations have changed the ranks of the world's most wealthy.
WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today on Fidelity's new chairman and how small caps have rallied in the days since Donald Trump's election.
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American taxpayers should take advantage of several big tax deductions, such as charitable giving, as they are likely to be far less valuable or even disappear next year.
Content engaging our readers now, with additional prominence accorded if the story is rapidly gaining attention. Our WSJ algorithm comprises 30% page views, 20% Facebook, 20% Twitter, 20% email shares and 10% comments.
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