FINRA Files to Raise Fees Starting in 2025
By Melanie WaddellThe median large firm would pay an extra $415,000 a year by 2029.
November 12, 2024
Bill to Curb Controversial Social Security Rules Passes HouseThe Social Security Fairness Act would restore benefits to millions of teachers and firefighters, one group told lawmakers.
November 12, 2024
Mercer Nabs Another RIA in ColoradoThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.
November 12, 2024
What the GOP's Tax Plan Might Actually Look LikeThe expanded estate tax exemption will likely remain, but SALT could be a sticking point, two experts say.
November 12, 2024
12 Cheapest States for a Comfortable Retirement: 2024Retirees can live in these states for less than $65,000 a year, according to GOBankingRates.
November 12, 2024
Jeremy Siegel Sees Bull Market Charging Into 2025But investors should watch developments on tariffs and the federal budget deficit under Donald Trump, the economist says.
November 12, 2024
Osaic Streamlines Its Digital Tools for AdvisorsThe firm has consolidated four legacy platforms to support its goal of adding more financial planning capabilities.
November 12, 2024
Principal Names Deanna Strable CEODan Houston will continue to be the chairman of the company, which has $1.7 trillion under administration.