RIA M&A Activity Sets Records in Q1
By Michael S. FischerBranded acquirers in particular were on a roll in the first quarter, Fidelity reported.
April 15, 2021
SALT-Cap Repeal Gains MomentumHouse members are forming a bipartisan group to push for a repeal of the $10,000 cap on state and local tax deductions.
April 15, 2021
Bill to Boost RMD Age to 75 Up for Vote in 'Next Few Weeks': Rep. NealThe retirement bill, dubbed the Secure Act 2.0, also increases auto-enrollment and catch-up contributions in 401(k)s.
April 15, 2021
Bill Reintroduced to Shore Up Social Security, MedicareThe TRUST Act aims to prevent a roughly 25% cut to benefits in 2032, when today's youngest retirees turn 73.
April 15, 2021
Q1 Life, Health and Annuity Earnings CalendarUnitedHealth got the latest round of earnings off to a brisk start.
April 15, 2021
Lawmaker Proposes Federal Long-Term Care Insurance Program: IRI ConferenceThomas Suozzi said program benefits could wrap around private LTCI benefits.
April 14, 2021
Valerie Brown Joins StepStone BoardThe addition of the former Advisor Group and Cetera exec expands the private markets investment firm's board to 11 members.
April 14, 2021
Form U5 a Top Trigger of FINRA InvestigationsFINRA brings about 700-800 disciplinary actions a year after looking into more than 25,000 cases, the president of its crime detection unit says.