Billionaire Family Offices Join Berkshire’s UnitedHealth Bet
By Devon PendletonSome of the world’s wealthiest people joined Warren Buffett’s firm in buying shares of the embattled insurer in Q2.
August 16, 2025
Judge Rejects BofA’s Move to Dismiss ‘Misuse’ of 401(k) LawsuitA North Carolina judge says the suit tied to forfeited retirement funds left behind by departing staff must move forward.
August 16, 2025
What Your Executive Clients Need to Know About Trump's New Tax LawThe OBBBA impacts executive compensation in several complex ways that advisors and clients alike should review.
August 15, 2025
30% of Life and Annuity Issuers Cut Staffing in Past Year: SurveyBut, hiring data shows, they are increasing growth projections and are desperate for technology and analytics talent.
August 15, 2025
'Young-Gun' Investor Charged in Multi-Million-Dollar SchemeMihir Sukthankar defrauded clients, using their money for his personal expenses, Kentucky prosecutors say.
August 15, 2025
12 States With the Highest Rates of Billion-Dollar RIAsSmartAsset rankings are based on the percentage that manage $1 billion or more as of August Form ADV filings.
August 15, 2025
LPL Rolling Out AI-Powered Tools to Help Advisors 'Earn More'The firm will invest $50 million to add “clarity and intelligence to every payout,” it said at the Focus conference.
August 15, 2025
Social Security Bill Aims to Raise Payroll Tax CapThe legislation also would use the Consumer Price Index for the Elderly to calculate cost-of-living adjustments.