Debate: Do HSAs Address Healthcare Affordability Gaps?
By Robert Bloink and William H. ByrnesMany Republicans in Congress have advocated for expanding health savings accounts as a solution to the affordability issue.
July 06, 2026
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These Funds Are Quietly Gobbling Up Retirement Plan AssetsCollective investment trusts are showing up on more and more employers' plan menus. Here's what advisors should know.
July 06, 2026
IRS Launches Trump Accounts App, Allows Philanthropic Stock GiftsSocial Security is also updating guidance to hospitals to include enrollment information for parents of newborns.
July 06, 2026
New Bill Allows RIA Clients to Qualify as Accredited InvestorsIndustry trade groups applauded the Informed Investor Access Act.
July 06, 2026
FINRA Shortens Wait Times for Retaking ExamsThe changes, effective immediately, apply to all of the regulator's qualification assessments.
July 06, 2026
12 Countries With the Most Millionaires: 2026The world's millionaire population grew by 1.5% in 2025, UBS reports, corresponding to nearly 1 million new millionaires.
July 06, 2026
Anti-Musk Retail Investors Scramble to Keep SpaceX Out of Their PortfoliosInvestors who dislike the SpaceX founder have shared tips on avoiding the stock as it enters indexes.
July 02, 2026
Should Suitability Rules Apply to Life Insurance Policies With Long-Term Care Benefits?Bonnie Burns, a health advocate trainer, wonders how well consumers understand the coverage they're buying.