FINRA Rules Need 'Constant' Attention: CEO Cook
By Melanie WaddellThe regulator plans to overhaul outdated rules and embrace "continuous" change, Robert Cook said at FINRA's annual conference.
May 12, 2025
House Tax Bill Calls for $30,000 SALT, Omits Millionaire TaxThe bill aims to cut taxes by over $4 trillion and trim spending by at least $1.5 trillion over a decade.
May 12, 2025
Money Worries Mean Most Americans Don’t Want to Live to 100The number of centenarians will quadruple by 2054. For many, that’s a scary financial proposition.
May 12, 2025
3 Ways to Position Your Practice for Sustained SuccessAligning advisor performance with the firm’s results can raise employee loyalty, commitment and collective responsibility.
May 12, 2025
New Bill Lowers 401(k) Plan Participation Age to 18Supporters say Americans who enter the workforce after high school should be able to immediately save for retirement.
May 12, 2025
Ed Slott: New Tax Bill Draft Is 'Very Taxpayer Friendly'The GOP plan cuts taxes across income levels, but "something has to give" in terms of pay-fors, he says.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.