Docupace Names New CEO
By Janet LevauxBrian Filanowski is now the firm's leader; David Knoch steps down after Docupace acquired InvestEdge.
February 25, 2026
How 7 States Are Reforming Property TaxesWhile the relief could be a boon to clients, these cuts put local budgets at risk, Pew finds.
February 25, 2026
'Giving While Living' Now Mainstream Among Wealthy Families: ReportAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 25, 2026
Trump Promises New Retirement Account in 2027During his State of the Union speech, Trump said the accounts would mirror those offered to every federal worker.
February 24, 2026
SEC Closes LPL Cash Sweep ProbeThe firm still faces class action lawsuits over low rates paid on cash and says it will defend itself.
February 24, 2026
LPL Expands Partnership With AnthropicThe announcement came as Anthropic announced new wealth management-focused plugins for its AI assistant, Claude.
February 24, 2026
JPMorgan to Cut 120 Jobs in New JerseyThe layoff notice follows several hundred job cuts announced in New Jersey and California in 2025.
February 24, 2026
Annuity Issuer Backs Away From Multi-Year Guaranteed Annuity FrayF&G Annuities & Life executives think returns on indexed annuities look better.