SEC Updates FAQ on Controversial Fund Names Rule
By Melanie WaddellThe new FAQ signals a looser interpretation of the rule.
February 19, 2026
How Working in Retirement Affects Social Security, MedicareWhile the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.
February 19, 2026
Merrill Says Dynasty Reneged On Arbitrating Dispute Over Mega-TeamMerrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.
February 19, 2026
Jamie Hopkins: What Advisors Get Wrong About Retirement PlanningBryn Mawr Trust Advisors' CEO talks to ThinkAdvisor about the important planning conversations advisors often overlook.
February 19, 2026
United Planners Signs On to AI Platform Founded by 4 Fintech VeteransHamachi.ai was founded in 2025 by Eric Clarke, Brian McLaughlin, Mike Wilson and Mustapha Baassiri.
February 19, 2026
10 States With Highest Top Income Tax Rates: 2026Even the mass affluent take a big hit in some states, Tax Foundation research shows.
February 19, 2026
ETF Firm Muscles Into the Digital Dollar MarketProShares is launching what it says is the first money market ETF designed to hold reserves for stablecoin issuers.
February 19, 2026
Foundation Source Adds Execs for Next Growth PhaseThe hirings are part of the firm's evolution into a modern enterprise platform, said CEO Joseph Mrak III.