Jeff Levine Breaks Down the OBBBA
By Rob BurgessLast summer's landmark tax and spending legislation has many provisions that advisors should be familiar with.
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
May 08, 2026
Robinhood Can Skip Sending Form CRS to Trump Account Holders: SECThe SEC issued no-action relief Tuesday; Robinhood will be the sole BD and initial trustee to Trump accounts.
May 08, 2026
Ex-LPL RIA Employee Was Sane When He Killed Two Men, Jury FindsRamy Hany Mounir Fahim will be sentenced to life in prison without parole, a prosecutor says.
May 07, 2026
Goodbye to CorebridgeCEOs there and at Equitable are wrestling with what their pending merger would really mean.
May 07, 2026
Fidelity Cuts 800-1,000 Jobs: ReportsAt the same time, several thousand new employees may be hired, according to news reports.
May 07, 2026
Wall Street Firms Post Dozens of Crypto Jobs — With a CatchApplicants can't just have experience in bitcoin trading or blockchain development. Traditional finance, or "tradfi," experience is needed.
May 07, 2026
How to Avoid the Costliest IRA MistakesExcise taxes, penalties and loss of tax-deferred status are among the consequences of IRA errors, Denise Appleby says.