TaxStatus Unveils Financial Baseline Report Featuring Direct IRS Data
By John ManganaroThe product aims to help advisors make smarter decisions and streamline planning for better client outcomes.
February 25, 2025
Dynasty Financial Lands $900M Advisor TeamThe Chicago-based financial professionals are launching an independent firm on Dynasty’s platform, dubbed XXI Wealth.
February 25, 2025
Wave of Fixed-Rate Annuity Maturities Looms, Morgan Stanley Analysts SayMore than $70 billion could be on the move.
February 25, 2025
SEC to Remove Regional Directors: ReportThe SEC told directors across its 10 regional offices that their roles will be eliminated, Reuters says.
February 25, 2025
Senators Revive Estate Tax Repeal BillThe Death Tax Repeal Act would permanently repeal the federal estate and generation-skipping transfer taxes.
February 24, 2025
Wamco Names 4 Deputy CIOs After $120B in OutflowsThe firm seeks to emphasize a team approach after criminal charges against former star trader Ken Leech.
February 24, 2025
Advisor Tried to Threaten Witnesses, Bribe Officials in His Fraud Case: DOJAdam Kaplan told an associate to leave one victim "peeing blood / missing teeth," prosecutors say.
February 24, 2025
Equitable Agrees to Reinsure 75% of $32B in Individual Life Policies With RGAEquitable plans to handle policyholder relations and continue to write some life insurance.