Endowments Had Stable Returns, Boosted Spending in FY25
By Michael S. FischerU.S. colleges tapped assets to help prop up operations and support students, faculty and missions, data shows.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 18, 2026
Rep Forged 64 Client Signatures on 115 Annuity Applications: FINRAAvinesh Shankar of Pruco Securities received $511,610 in commissions he was not entitled to, a complaint states.
February 18, 2026
12 States With the Highest Property Taxes: 2026When high rates meet high property values, it's a double whammy for residents.
February 18, 2026
SEC Approves FINRA Gift Limit Boost to $300The previous $100 limit had been in effect since 1992.
February 18, 2026
New Bill Would Make $6,000 Senior Deduction PermanentThe tax break, part of the One Big Beautiful Bill Act, expires in 2028.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
7 Tricky Questions Young Agents Might Get from FriendsSome of the first conversations newcomers have about life insurance can be frustrating.