House Tax Bill Offers $4,000 Deduction for Seniors
By Melanie WaddellThe proposal is an alternative to the Trump plan to eliminate the income tax on Social Security benefits.
May 15, 2025
Raymond James Advisors Get Zoom's AI Meeting Summary ToolCompany exec Andy Zolper tells ThinkAdvisor that the solution can save advisors many hours of work per week.
May 15, 2025
FINRA to Raise $100 Gift LimitThe regulator also plans to codify looser rules on personal gifts.
May 14, 2025
LPL Launches Alternatives Learning HubThe platform includes content and access to continuing education credits in partnership with the CAIA Association.
May 14, 2025
Hightower Takes Stake in $3.8B Bicoastal Wealth FirmThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 14, 2025
Retiree Sues Schwab, Hightower Over $422,000 Portfolio LossThe firms misrepresented a risky margin loan as a safe credit line and made unauthorized trades, the suit says.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
May 14, 2025
Trump Tax Plan Heads to House Floor VoteThe Ways and Means Committee approved trillions in new tax cuts, but some crucial issues are unresolved.