Vanguard, Investors to Resume Talks in Target-Date Selloff Case
By Dinah Wisenberg BrinA judge rejected a $40 million settlement, given an SEC agreement offering plaintiffs a better deal.
June 04, 2025
Bill Advancing in Congress Creates Senior Fraud Task Force at SECThe Senior Security Act passed the House Financial Services Committee and would help strengthen protections against financial predators.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
June 04, 2025
Variable Annuity vs. 60/40 Portfolio: Which Won Wade Pfau's Retirement Income Face-Off?Putting 30% of assets in a contract greatly increased the odds of success, but a hypothetical 95-year-old had problems.
June 04, 2025
House SALT Deal Will Have to Change, Senate Leader SaysSen. John Thune believes the $40,000 maximum deduction is not acceptable to his chamber.
June 04, 2025
Annuity Owners Need Social Security, TooA financial professional looks at the options for keeping the program stable.
June 03, 2025
BlackRock Escapes Texas Oil-Boycott Blacklist After ESG RetreatThe state's pension funds and investment accounts can buy the firm's shares and ETFs and hire it for advice.
June 03, 2025
Wells Fargo’s Asset Cap Lifted by FedThe cap, an unprecedented punishment for years of scandals, has restricted the firm's size since 2018.