Bluespring Wealth Acquires $1.1B Synthesis Wealth Planning
By Rob BurgessInorganic growth, according to Pradeep Jayaraman, president of the financial services firm, works only when it's intentional.
May 20, 2026
Barney Frank, Key Lawmaker During Financial Crisis, Dies at 86He co-authored the sweeping Dodd-Frank Act that overhauled U.S. financial regulation.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 19, 2026
Lawmaker Casts Doubt on More SALT Tax Relief This YearRep. Mike Lawler, R-N.Y., suggested the idea was unrealistic.
May 19, 2026
High-Net-Worth Women Open to Alts if Advisors Recommend Them: SurveyTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
May 19, 2026
BD Fined $100K Over Deferred VA ExchangesWorld Investments failed to supervise recommendations of annuity switches, FINRA finds.
May 19, 2026
Most Pre-Retirees Don't Seek Advice From 401(k) Providers: CerulliNor did they much use financial wellness tools offered by their recordkeeper, a report finds.
May 19, 2026
Ed Yardeni: 5 Reasons This Bull Market Isn't Like the Dot-Com BubbleMost segments have delivered double-digit gains since 2022, the economist notes, so tech spikes are less frothy.