Carson Group Picks Up 31 Firms, $3.6B in 2023
By Janet LevauxThe RIA now works with $33 billion in AUM and over 140 advisory firms.
January 24, 2024
A Thank-You Note to Gary Gensler? You Bet.I'm sure the SEC chairman and I aren't done arguing, but the spot bitcoin ETFs' approval deserves applause.
January 24, 2024
60/40 Portfolio 'Was Never Dead': Vanguard ResearcherThe foundational allocation roared back last year after a rough 2022, said Fran Kinniry.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.
January 24, 2024
Happy Advisors Are Part of Something Bigger: Tim GerendNorthwestern Mutual's chief distribution officer discussed how he's working to attract great advisors.
January 24, 2024
He Fled California Taxes. Now He's Fighting Them in WashingtonWashington has no state income tax but does have a 7% levy on capital gains over $250,000, which raised $900 million its first year.
January 24, 2024
New FINRA Home Office Rules Take Effect in JuneFINRA also set a launch date for a three-year pilot program for remote inspections.
January 23, 2024
Debate: Would This HSA Expansion Bill Help Taxpayers?Legislation would increase contribution limits while also allowing employers to fund individual accounts in lieu of offering coverage.