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10 experts predict what's next for investing in 2025
2024年12月26日 · Trump returns to the White House promising both deregulation and tariffs, the Fed considers whether to keep dropping interest rates or not and markets, which hit new highs in 2024, are watching it ...
J.D. Power 2024 best financial advisor firms | Financial Planning
2024年3月21日 · The surprise new winner of a closely tracked customer report card surged to the top spot from No. 14 in a year of positive marks reflecting rising stock values.
CE Quiz - Financial Planning
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Will alternative investments go mainstream in 2025?
2024年12月27日 · Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.
Financial Planning Magazine
At the forefront of AI invention and integration, the inaugural Innovation Award winners use wealth management technology to benefit their clients — and their bottom lines.
Senate passes Social Security Fairness Act | Financial Planning
2024年12月23日 · On Dec. 21, the Senate passed the Social Security Fairness Act. The bill cleared the House of Representatives last month and will now almost certainly be signed into law by President Joe Biden.
How the Social Security Fairness Act could affect retirement ...
2024年12月6日 · Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.
2025 expert predictions: The year ahead for wealth management
2024年12月17日 · From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.
Expert predictions for wealthtech and financial planning in 2025
2024年12月23日 · Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.