SALT Talks Stall as GOP Mulls Limiting Tax Break to Middle Class
By Erik Wasson and Billy HouseAn income limit on the tax break is a nonstarter for at least one key lawmaker.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
May 01, 2025
Genworth Gets New Long-Term Care Policy Approved by 23 StatesThe company, led by Tom McInerney, wants approvals in at least 30 states before it launches the product.
May 01, 2025
Summit Wealth Departs Commonwealth, Taps SEI for Custody ServicesThe breakaway announcement comes on the heels of LPL Financial's headline-grabbing acquisition of Commonwealth.
May 01, 2025
SEIA Adds Matt Matrisian as PresidentThe former AssetMark exec will report to Brian Holmes, who will continue to be Signature Estate's CEO.
May 01, 2025
Carson Group Names Women in Wealth Management Award WinnersCarson Group honored eight female wealth management pros and a male ally.
May 01, 2025
Focus Financial Names New President and COOAs Focus’ new president, Adam Birenbaum is tasked with creating a “more unified, aligned and forward-looking organization.”
April 30, 2025
Morningstar Billionaire Says AI Finance Models Lag in AccuracyAI’s current capabilities in finance “are exaggerated, and it has a long way to go,” said Joe Mansueto.