Association of African American Financial Advisors Names CEO
By John ManganaroSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.
September 09, 2024
Physical Signatures No Longer Needed on Many Social Security FormsThe agency has digitized or removed signature requirements to ease the filing burden on consumers.
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.
September 09, 2024
These Are the Biggest Causes of State Enforcement Actions, Securities Regulators SayFailure to register was a common charge in 2023, according to NASAA's just-released annual report.
September 09, 2024
12 Client Talking Points for Falling Stock MarketsYou need to call your clients when markets get rough. But what do you talk about?
September 09, 2024
New House Bill Could Create Roth-Like HSA AlternativeThe HOPE Act would provide some tax breaks for savers who don't use high-deductible health plans.
September 09, 2024
Social Security Fixes Glitch That Shuttered Offices, Phone ServiceA technical issue affected personalized services for several hours on Friday.
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.