Life Insurers Back Living Organ Donor Protection Bill
By Allison BellThe bill has bipartisan support in the House and the Senate.
July 27, 2025
Stocks Climb as Investors Brace for Big Tech EarningsMeanwhile, BofA strategists are warning about the rising risk of a bubble due to changes in monetary and other policies.
July 25, 2025
Vanilla Granted Patent for Its Estate Planning TechnologySeparately, the firm hired Emily Tran, formerly with Practifi, as its vice president of marketing.
July 25, 2025
AssetMark to Offer Alts in Q4The move will add private assets to AssetMark’s managed solutions and discretionary programs.
July 25, 2025
Advisor Charged With Conning Venezuelans, Others in $94M Ponzi SchemeSeparately, the SEC accused Andrew Jacobus of swindling clergy and Catholic groups of $3.2 million.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 24, 2025
UBS Ditches BlackRock’s Aladdin PlatformThe bank ended the agreement earlier this year and is moving key elements onto its own systems.
July 24, 2025
New Bill Allows Employer Contributions to ABLE AccountsThe legislation would permit tax-free contributions to special savings accounts for the disabled.