Nuggets Mined From Orion's Inaugural Investor Survey

Published on February 7, 2025

Our often grumpy technology columnist worries for advisors regarding large client inheritances, and other things.

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Joe Manchin, a Former U.S. Senator, Joins Athene's Board

February 7, 2025
The West Virginia lawmaker fought the Labor Department effort to impose a fiduciary standard on retirement savings rollovers.      Related StoriesLPL's New Leader Moves Past CEO Firing With Eye on GrowthTrump Will Seek to End Carried Interest, Expand SALT Deduction in Tax BillUBS Expects Advisor Attrition Due to Pay Cuts

When Investors Own Canada and Don’t Realize It

February 7, 2025
There weren’t too many market observers who penciled in higher tariffs on Canada than on China, but that’s where things stood, at least for a few hours, before Trump struck a deal with Prime Minister Justin Trudeau yesterday.