New Bill Would Force Congress to Act on Social Security
By Melanie WaddellThe Promise Act would start "the process of preserving promised benefits," according to Sen. Bill Cassidy.
July 15, 2026
Ex-Ameriprise Rep Wins $200K, Expungement in Defamation CaseBrooke Pilant claimed defamation, intentional misrepresentation and tortious interference. A FINRA arb panel agreed.
July 15, 2026
$1.2M Needed to Retire Comfortably: SurveyEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 15, 2026
Wells Fargo Adds AI-Powered Support for AdvisorsThe embedded solution intends to streamline how advisors, client associates and support teams access information and complete everyday work.
July 15, 2026
PRO
Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending RatesWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
July 15, 2026
9 Talking Points for Clients Who Think Stocks Will Go Up ForeverOften, bull markets feel like they will never end — until, suddenly, they do.
July 15, 2026
Wells Fargo Beats Estimates on Wealth, Investment BankingThe bank is reworking its business mix and growing financing for its trading clients in an effort to expand relationships that can bolster future earnings.
July 15, 2026
Morgan Stanley Hauled in Billions of Wealth Assets From IPOsOverall, the wirehouse's wealth management business had $148 billion of net new assets in the second quarter.