GOP Wants a Second Big Tax and Spending Bill but Faces Headwinds
By Caitlin ReillyAfter the One Big Beautiful Bill Act, there are few incentives left to entice swing-state lawmakers.
September 02, 2025
Market Confidence Defies Data as Risks Loom: Bob DollOptimism "flies in the face" of firming inflation data and a positive U.S. output gap, the strategist says.
September 02, 2025
FINRA Fines, Suspends Ex-Rep Over Texting, Unauthorized TradesJoseph Warner Rozof made discretionary trades in clients' accounts and texted about transactions, according to FINRA.
September 02, 2025
Corient Strikes Two Deals, Creating $430B Wealth GiantThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
August 30, 2025
Docupace Unveils AI Roadmap for Wealth ManagementFirms that embrace intelligent automation will lead the next decade’s competition, according to the software provider.
August 29, 2025
Wells Fargo Adds Alternatives to Personalized UMAsThe move allows clients to hold traditional and alternative investments in one account, the bank says.
August 29, 2025
Vanguard, Empower to Pay $25M Over Failures Tied to Advisor CompensationThe two firms failed to disclose conflicts in connection with their managed account programs, the SEC says.
August 29, 2025
California Wealth Planning Execs Die in Plane CrashMark and Vickie Spelts of Chico perished Wednesday near Kansas City.