House Passes Sweeping Package on Retirement, Investors and Fraud
By Melanie WaddellOne of more than 20 bills in the INVEST Act calls for FINRA to administer an accredited investor exam.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
December 11, 2025
Alts Move From Margins to MainstreamEight in 10 advisors who serve non-accredited investors allocate to alternative investments, CAIS and Mercer find.
December 10, 2025
FINRA Warns Against Careless 'Mid-Segment' RILA WithdrawalsAdvisors who recommend taking cash out early must think about the current value, according to a new oversight report.
December 10, 2025
Bill to Increase Social Security Death Benefit Is BackThe Social Security Survivor Benefits Equity Act covers costs associated with cremation or burials.
December 10, 2025
Bill to Increase Social Security Death Benefit Is BackThe Social Security Survivor Benefits Equity Act covers costs associated with cremation or burials.
December 10, 2025
IRS Releases New Tax Benefits Guide for HSAs Under Big Beautiful BillThe massive tax law expands HSA eligibility, as set out in a new notice.
December 10, 2025
FINRA Bars Ex-Broker Fired for Doing Business by Unapproved EmailThe ex-Marex Capital Markets rep also provided colleagues his login credentials, FINRA says.