Are Trump Accounts a Good Choice for College Savings?
By Robert Bloink and William H. ByrnesFor many families, the new account may be better seen as a supplement to more traditional vehicles.
October 17, 2025
11 Best HSAs for Investing: MorningstarHSAs' tax benefits and widespread adoption of high-deductible health plans continue to drive growth, the researcher reports.
October 17, 2025
Quiz: How Much Do You Know About the Wash Sale Rule?As year end approaches and clients explore tax-loss harvesting, consider reminding them about this risk.
October 17, 2025
Credit Union Hits LPL, Osaic With Client-Poaching SuitThe BDs orchestrated a scheme to steal information for 683 clients, the lawsuit alleges.
October 17, 2025
Society of Actuaries Members Vote on Board OverhaulThe number of seats could shrink to 12, from 18, and two seats could go to non-actuaries.
October 17, 2025
Income Lab Introduces AI Features to Cut Planning TimeThe suite includes three tools created to reduce manual work and improve client confidence.
October 17, 2025
Malibu Life Prepares to Enter Retail Annuity Market With $45M TruSpire AcquisitionIt told investors that it would like to generate about $5 billion in annual annuity revenue.