New Bill Reverses Social Security Staff Cuts
By Melanie WaddellThe Social Security Customer Service Act requires at least 75% of new hires to serve in customer service roles.
April 09, 2026
$2.4B Ex-UBS Team Launches Evertern Wealth With DynastyBased in Naples, Florida, the firm will serve high-net-worth families and retirees and custody assets at Goldman Sachs.
April 09, 2026
U.S. Life and Annuity Deal Flow Rises 56% in 2025Hunger for annuity sales will keep activity strong, according to analysts at Milliman.
April 09, 2026
Ex-LPL RIA Worker Pleads Guilty in Double MurderA jury trial will determine if the defendant was legally sane when the victims were slain in 2022.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.
April 09, 2026
This AI Tool Coaches Advisors on the Human Side of AdviceFocal's agentic platform gives advisors feedback on improving empathy, listening actively and asking better questions, CEO John Connell says.
April 08, 2026
Why David Blanchett Avoids 529sBut the popular retirement researcher doesn't think everyone else should necessarily do so.
April 08, 2026
SEC Names New Enforcement DirectorDavid Woodcock, currently a partner at Gibson, Dunn & Crutcher, will start his new SEC post on May 4.