Vanguard's Equity Head Joins SEC Investor Advisory Committee
By Melanie WaddellThe agency added four members to the panel, which advises on regulatory priorities and initiatives.
October 15, 2025
This Estate Tax Filing Mistake Can Cost Clients MillionsPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.
October 15, 2025
Trigger Marketing Can Help You Raise Your Hand at the Right TimeSometimes, clients and prospects really do want to hear from you. The trick is knowing when.
October 15, 2025
What the New Tax Law and Other 2026 Changes Mean for Your PracticeNow you have the rules and the numbers. What do you do with them?
October 14, 2025
New Bill Gives Trump's Order on Alts in 401(k)s the Force of LawThe Retirement Investment Choice Act codifies the order, which directs the SEC and Labor to examine existing guidance.
October 14, 2025
Nationwide Adds Annuity to Mini Long-Term Care Product BoomThe firm is joining Genworth and Waterlily to help retirement savers cope with a major financial threat.
October 14, 2025
BlackRock's iShares Top $5 Trillion in AssetsOverall, the asset manager pulled in $205 billion of client money in the third quarter.
October 14, 2025
What BlackRock's Fink Sees as the 'Next Wave' for Investors"Repotting" traditional assets into digital versions should present a big opportunity, the CEO says.