12 Happiest U.S. Cities: 2026
By Michael S. FischerAmericans are more satisfied in places with financial freedom, good relationships, overall health and basic conveniences, SmartAsset notes.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.
March 24, 2026
Robo-Advisor Ally Invest to Pay $500K Over ConflictsThe breaches of fiduciary duty were associated with Ally Invest's Cash-Enhanced accounts, the SEC finds.
March 24, 2026
Hightower Reports Data BreachThe unauthorized access to the firm's systems affected more than 131,400 people.
March 23, 2026
Emergencies Make Annuitization a Poor 401(k) Default Option: Alicia MunnellThe retirement policy researcher thinks too few households have enough assets to lock much away.
March 23, 2026
On Wall Street, Trump's Flip on Iran Bombing Threat Sows Both Hope and DoubtMarkets rallied after the president announced negotiations, but many investors are skeptical he can end the war he started.
March 23, 2026
Death of 2024 DOL Fiduciary Rule Could Affect Robo-AdviceU.S. Labor Department officials are vacating guidance that discusses financial institutions' use of computer models.