BlackRock Adds to AI-Stocks Bet in $160B Model Portfolios
By Emily GraffeoBlackRock is also paring its equity exposure across its U.S. models after the recent risk-on rally.
May 21, 2025
Man Who Fled FBI on Sea Scooter Pleads Guilty in $35M Ponzi SchemeMatthew Piercey ran a fake fund and used investor money for his own purposes, authorities said.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 21, 2025
Here's How Clients Are Filling In Medicare GapsRetirees who fail to plug the holes may watch their cash leak out fast.
May 21, 2025
New Bill Eliminates Cap on Social Security Payroll TaxesThe Medicare & Social Security Fair Share Act also increases the net investment income tax on income above $400,000.
May 21, 2025
Johnson Says Agreement Reached on Raising SALT Cap to $40,000The agreement suggests a resolution to one of the final issues holding up President Donald Trump’s economic bill.