eMoney Launches Premium Client Portal
By Melanie WaddellThe add-on offering includes a new app and personalization options for clients.
April 10, 2025
Nationwide and SILAC Tinker With Annuity ContentsDesigners are putting an active fund in a RILA and a multi-asset index in a fixed indexed annuity.
April 10, 2025
Advisors Tread Carefully to Avoid Spooking Clients as Markets PlungeFinancial planners may try to calm investors but it could backfire if communication is rare, Michael Kitces warns.
April 10, 2025
House Passes Plan to Advance Trump Tax CutsRepublicans can now pass Trump’s $5.3 trillion decade-long tax cut solely on GOP votes.
April 10, 2025
House Republican Sees SALT Deduction Limit Rising to $30,000The draft tax bill includes a SALT increase as high as $25,000 for an individual.
April 10, 2025
Atria Co-Founders to Exit LPLCEO Doug Ketterer and COO Eugene Elias Jr. depart the firm this month and in June, respectively.
April 10, 2025
Social Security COLA Estimate for 2026 Rises to 2.3%Tariffs are expected to drive up inflation, and COLA projections, in future months.
April 10, 2025
Citi's Sieg Tells Wealthy Clients: Don’t Buy the Dip“Let’s try to be disciplined ... [when] the world’s moving very fast,” said the former head of Merrill.