House Passes GOP Funding Bill, Sets Up Senate Showdown
By Erik WassonDemocrats are under increasing pressure to risk a government shutdown Oct. 1.
September 18, 2025
Billionaire Tax Bill Is BackThe bill would raise more than $500 billion without increasing tax rates, said Sen. Ron Wyden.
September 18, 2025
Kevin Jestice to Lead Nationwide Retirement PlansThe new head of the unit is a Vanguard alum who has been overseeing a $77 billion investment advisory business.
September 18, 2025
Top Goldman U.S. Stock Strategist to RetireDavid Kostin will depart at year-end, after more than three decades with the investment bank.
September 18, 2025
Hedge Fund Group Bets Big on ETFsMan Group is launching an actively managed high yield fund and income fund this week.
September 18, 2025
5 Ways to Make RMDs Less Painful: Christine BenzClients can make moves to lower or otherwise optimize required minimum distributions, the Morningstar personal finance director explains.
September 18, 2025
SEC Policy Shift Calls for Advisor ActionFirms should not interpret the current pause in rulemaking and the shift away from enforcement as a reprieve.
September 18, 2025
What Ultra-Wealthy Clients Really Want From Advisors"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.