New Bill Overhauls Individual Income Tax Rates
By Melanie WaddellThe Middle Class Tax Act would levy "a significant tax increase on high earners and capital income," said Jeff Bush.
February 02, 2026
Ameriprise Sees a 'Competitive' Advisor Recruitment MarketLife and annuity sales rose 6%.
February 02, 2026
DOGE Social Security Data Breach Puts Retirees at RiskNew court papers released by DOJ may be the tip of the iceberg, lawmakers and advocates say.
February 02, 2026
FINRA Fines BD $750K Over TextingBenjamin Edwards didn't supervise employees' messaging nor preserve and review reps' business-related texts, the order states.
February 02, 2026
Citi Sues Former Exec, Denying Harassment ClaimJulia Carreon "fabricated" claims of harassment by wealth head Andy Sieg to avoid arbitration, the bank alleges.
February 02, 2026
Envestnet Names First Chief Growth Officer Amid 'Strategic Evolution'Jonathan Linstra joins the wealth management technology giant from Morningstar.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."