Wealthcare Adopts RISR Platform to Serve Small-Business Owner Clients

Published on February 7, 2025

The tech platform provides insights into valuation, risk assessement, taxes and other aspects of financial planning.

       
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Trump Takes Aim at Private Equity's Favorite Tax Perk Again

February 7, 2025
This could reduce the deficit by $13 billion through 2034, according to the Congressional Budget Office.      Related StoriesJoe Manchin, a Former U.S. Senator, Joins Athene's BoardLPL's New Leader Moves Past CEO Firing With Eye on GrowthTrump Will Seek to End Carried Interest, Expand SALT Deduction in Tax Bill

Confluence Asset Allocation Quarterly (First Quarter 2025)

February 7, 2025
In a first quarter 2025 asset allocation report, Confluence expects resilient economic growth in the short term.