Barred Oregon Broker Accused of Stealing Over $1.6M From Clients
By Dinah Wisenberg BrinJeffrey Thomas Higgins is charged with selling clients' stock and taking the proceeds over roughly 17 years.
April 17, 2026
New Bills Boost Caregivers' Retirement Savings OptionsThe acts would allow Roth IRA contributions without earned income and add five years to catch-ups.
April 17, 2026
Ric Edelman to Head New Financial Planning SchoolEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.
April 16, 2026
Wyden Bill Would Wreck Existing Private Placement Life and Annuity ArrangementsHolders would have 180 days to replace the arrangements or liquidate them.
April 16, 2026
RMD Rules After Divorce Might Surprise Your ClientsUsing a qualified domestic relations order to divide retirement assets doesn't always create a clean break.
April 16, 2026
Fake Regulators Are Trying to Steal Money From Insurance ProducersOfficials are urging agents and brokers to look at emails carefully before clicking on links.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 16, 2026
Private Markets Belong in 401(k)sThe defined contribution retirement system should reflect how modern capital markets actually function.