Wealth Tax Plan Draws Fire From Top California Democrats
By Eliyahu Kamisher and Biz CarsonTheir main concern is what happens to the state's tech industry if venture capitalists and founders depart.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 22, 2026
Japan Bond Selloff 'Explicit Warning' for U.S.: Citadel's GriffinIt's a sign that Congress needs to "get our fiscal house in order," said the hedge fund CEO.
January 21, 2026
Lawsuit Says United Planners, Advisor Steered Retirees to High-Risk InvestmentsThe complaint, seeking class-action status, alleges securities fraud and RICO violations.
January 21, 2026
Indexed Annuities Could Move Into Retirement Plans SoonDeloitte analysts predict the eligible contracts will have to offer guaranteed lifetime benefits.
January 21, 2026
What Taylor Swift Had That MC Hammer Didn't: Good Financial AdviceAdvisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.
January 21, 2026
Debate: Should Congress Act to Annuitize Retirement Savings?Potential tools would encourage the use of lifetime income options within 401(k)s and other DC plans.
January 21, 2026
$6B Treasury ETF Becomes Test Bed for Tokenized FinanceOne of Wall Street’s most regulated asset classes is being pulled into the orbit of digital finance.