TaxStatus Adds Two Productivity Tools
By John ManganaroThe firm has rolled out a tax prep checklist and a tax return history solution to aid advisors.
January 15, 2026
Ex-Advisor Pleads Guilty in $72M Ponzi SchemeAmong eight defendants in the Ohio case, Doug Miller was the second to plead guilty.
January 15, 2026
AmeriLife Taps Todd Buchanan to Lead Wealth DistributionThe former World Financial Group president will oversee relationships with 44,000 agents and advisors.
January 15, 2026
How to Calm Clients' Fears of Social Security's DemiseFinancial professionals need to step in to quell very real concerns.
January 15, 2026
3 Steps to True Hyper-Personalization in Wealth ManagementBecause of the diversity in clients and lifestyles, a one-size-fits-all approach isn’t going to last.
January 15, 2026
DOL's Plan for Alts in 401(k)s Lands at OMBThe proposal is a response to a Trump executive order on the subject.
January 15, 2026
UnitedHealth Schools Senate Committee on Patient Risk ScoringInvestigators found that the company's health assessment teams spotted ominous signs that patients' own doctors had missed.
January 15, 2026
How to Unlock AI's Real ValueIf you use it for data extraction, notetaking and compliance oversight, it's critical to measure your return on investment.