JPMorgan's Dimon Sees Inflated Stocks as ‘Animal Spirits' Return

Published on January 22, 2025

The CEO remains cautious about deficit spending, the potential for persistent inflation and geopolitical issues.

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IRS' New Roth Catch-Up Contribution Guidance: The Details

January 22, 2025
Here's what 401(k) advisors and employers should know about the long-awaited proposed regs.      Related StoriesIntegrated Partners Buys $1B Retirement Firm in San DiegoHow Tax Rules for the New Annuity Spigots Might WorkBuffer ETFs vs. Annuities: Which Are Better for Retirement Income?

The Top 10 Wealth Management M&A Deals in 2024

January 23, 2025
Private equity dominated deal activity in 2024, sowing the seeds for more M&A and tuck-in acquisitions, according to Echelon Partners.