Edelman Financial Engines to Offer $175M in Equity to Its Planners
By Melanie WaddellThe expanded equity program positions all current and future financial planners as owners, the firm said.
March 16, 2026
How to Help Retired Clients Cope With Market VolatilityOnce investors begin taking income from their portfolios, the order in which returns occur becomes critically important.
March 16, 2026
At Schwab, Number of 'Small' Advisors Would Triple Under SEC PlanMore than 14,700 firms out of 16,000 in Schwab's network would qualify as a small business.
March 16, 2026
Fidelity Agrees to Pay $2.5M in Data Breach Class ActionHackers took Social Security numbers and other personal information, the lawsuit alleged.
March 16, 2026
SEC Enforcement Director Resigns After 6 Months on the JobMargaret Ryan has resigned; Principal Deputy Director Sam Waldon has been named acting director.
March 16, 2026
Senators Raise Alarm About Inexperienced Social Security Staff Fielding Suicide CallsLegislators want answers from the agency's commissioner about troubling staff reassignments and ongoing customer service issues.
March 16, 2026
Treasury Secretary Bessent Exits Acting IRS Commissioner RoleThe IRS CEO position is "a fake job," senators told Bessent, stating an IRS Commissioner nomination has yet to be sent.
March 16, 2026
12 Biggest U.S. Mega-Donors to Charity in 2025The Philanthropy 50 counted gifts by donors' family foundations and donor-advised funds but excluded disbursements from them.