Osaic Buys $13.5B Boston-Based RIA
By Janet LevauxCW Advisors has 140 financial professionals serving high-net-worth clients in 17 offices.
June 16, 2025
Wells Fargo Revises Rules on Internal FiNet TransfersFirms in the indie channel must hire one outside advisor meeting a revenue target for each transfer, says Terrana Group's Samantha Sferas.
June 16, 2025
Schwab Strategist Jeff Kleintop RetiresKleintop served over a decade as Schwab's chief global investment strategist.
June 16, 2025
Senate Deadlocked on SALTThe draft bill, slated to be released later Monday, includes the current $10,000 SALT cap.
June 13, 2025
10 Industries College Grads Find Most Promising: 2025Three-fourths rate their career prospects as at least 7 on a 10-point scale, CFA Institute reported.
June 13, 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff LevineDespite misleading headlines, there is no practical limit on how much someone can contribute to a 529 account.
June 13, 2025
Debate: Should the Tax Bill Expand HSAs?The bill allows Medicare enrollees to contribute and makes some marketplace health plans HSA-eligible, among other changes.
June 13, 2025
Supreme Court Favors IRS Over Tax CourtThe ruling may reduce the ability of taxpayers to get cash back from the IRS quickly.