Jeffrey Epstein's Ex-Deutsche Bank Wealth Manager Leaves U.S. Firm
By Ben StupplesStewart Oldfield left a firm tied to ultra-wealthy individuals caught up in government files on the late financier.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
May 12, 2026
Sharply Higher Social Security COLA Expected for 2027Rising gas prices pushed one new estimate for retirees' annual raise to 4.2%, up from 2.8% this year.
May 11, 2026
Transamerica Loses Appeal in Annuity Income Payment CaseThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 11, 2026
BlackRock Hires JPMorgan's Jessica Bulen for Family Office PushBulen will become head of family capital, endowments, foundations and healthcare in the Americas institutional business in July.
May 11, 2026
What Makes Financial Planners Successful: SurveyThe College for Financial Planning asked graduates about their motivations and their biggest challenges.
May 11, 2026
Trump Floats Temporary Gas Tax HaltHe says he'll seek to suspend the federal 18.4 cents a gallon tax on gasoline "until it's appropriate."
May 11, 2026
How Frontloading Taxes Can Help Prevent Pain in RetirementPaying taxes sooner at lower rates, Wade Pfau suggests, offers "immediate benefits" related to future RMDs.