Altruist Adds Tax Planning Tools Within AI Platform Hazel
By John ManganaroJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 10, 2026
11 Actively Managed ETFs to Buy in 2026: MorningstarActive funds as a group have struggled to beat their indexes, yet some managers have outperformed, Susan Dziubinski writes.
February 10, 2026
Judge Dismisses Class-Action Suit Over Vanguard's $100 Exit FeeThe federal court allowed the plaintiff to amend and refile the complaint against the investment giant.
February 10, 2026
Your Clients Have Probably Heard This Risky Tax PitchA tax return's acceptance doesn't mean that a giant future tax bill isn't coming — with interest and penalties.
February 10, 2026
BofA Rep Fired for Expensing $6,000 in Meals Takes FINRA HitThe rep, suspended for nine months, charged BofA for food while working from home, FINRA states.
February 10, 2026
12 Cities With the Most Pre-RetireesAmericans in this cohort are often in their peak earning years and are likely to seek professional financial advice.
February 10, 2026
House Passes Bill That Could Help Annuity Issuers Fend Off FedA key financial stability council would have to listen to an insurer before changing its regulator.
February 09, 2026
Apollo CEO Questions Many Annuity Issuers' InvestmentsMarc Rowan told securities analysts that "most... do not have origination of appropriate assets."