Millionaire Tax in Rhode Island Gets Governor's Support
By Greg RyanDan McKee wants to raise the state levy on incomes over $1 million to 8.99%, an increase of three percentage points.
January 15, 2026
More Gen X Consumers Are ScaredThey are all at least 50, and a new Allianz Life survey report shows they're more nest-egg aware.
January 15, 2026
TaxStatus Adds Two Productivity ToolsThe firm has rolled out a tax prep checklist and a tax return history solution to aid advisors.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
Wall Street Eliminated 10,600 Jobs Last YearThe biggest banks cut their combined headcount in 2025 by the most in almost a decade as they moved to limit costs.
January 15, 2026
Ex-Advisor Pleads Guilty in $72M Ponzi SchemeAmong eight defendants in the Ohio case, Doug Miller was the second to plead guilty.
January 15, 2026
AmeriLife Taps Todd Buchanan to Lead Wealth DistributionThe former World Financial Group president will oversee relationships with 44,000 agents and advisors.
January 15, 2026
How to Calm Clients' Fears of Social Security's DemiseFinancial professionals need to step in to quell very real concerns.