Jury Finds Massachusetts Advisor Failed to Disclose Annuity Conflicts to Retirees
By Melanie WaddellThe verdict holds Jeffrey Cutter and his firm accountable for breaching fiduciary duties to clients, the SEC said.
April 23, 2025
Vanguard to Launch 3 U.S. Government Bond ETFsTwo new index ETFs and one actively managed fund will offer portfolio diversification, the investment giant noted.
April 23, 2025
E-Trade Launches 5 No-Fee Index FundsThe new products are being offered exclusively to the brokerage's self-directed investor clients.
April 23, 2025
Altruist Secures $152M in New Funding for GrowthLed by Jason Wenk, the RIA custodian is now valued at about $1.9 billion.
April 23, 2025
New Bill Cuts Capital Gains Taxes for Some High EarnersThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 23, 2025
401(k) Contribution Limits to Get $1,000 Boost in 2026: New EstimateThat would be twice the $500 increase savers saw in 2025.
April 22, 2025
The Future of Annuities Starts With Your IdeasTo compete with the AIs, meet people and show them what you know.
April 22, 2025
Supreme Court Ruling Could Spur 401(k) Fee LitigationThe ruling "has fundamentally altered the litigation framework for 401(k) excessive fee claims," says Ron Rhoades.