Modern Wealth Picks Up $1.2B Ex-LPL Group
By Janet LevauxThe deal is the 20th for the RIA and brings it an office in Florida with seven financial advisors.
April 02, 2026
Maine Governor Backs Millionaire TaxJanet Mills' flip-flop means she now endorses the 2% surtax, which would put the state's top tax rate at 9.15%.
April 01, 2026
More Than 4M Children Signed Up for Trump Accounts: IRSTaxpayers can enroll by filling out a one-page form when filing their return, the agency head says.
April 01, 2026
Trust Sues Voya Over $1.4M Retirement Fund PayoutThe firm issued a check from a deceased employee's 401(k) instead of rolling it over, the complaint claims.
April 01, 2026
12 States With the Heaviest Tax Burdens: 2026State and local taxes eat up 9% or more of personal income in these states, WalletHub finds.
March 31, 2026
No, 70% of Widows Aren't Firing Their AdvisorsBut they're still more likely than other clients to do so, new research finds.
March 31, 2026
The Ultra-Wealthy Are Just Like Us: They Need 'a Community of Advice'Serving this booming cohort, Bernstein Private Wealth's Aaron Bates says, requires connections with like-minded peers.
March 31, 2026
Washington State Adopts Millionaires' TaxThe 9.9% tax on income over $1 million starts in 2028.