White House Review of SEC Rules Draws Mixed Reactions
By Melanie WaddellAdvisors and industry watchers disagree on whether OMB review will improve or slow SEC rulemaking.
September 03, 2026
New Bill Requires SEC to Create Life Insurance, Annuity Registration FormsThe CLEAR Forms Act calls for forms tailored to registered non-variable insurance contracts.
September 03, 2026
Sequoia Financial Acquires $2.3B Colorado RIAThe firm's chief acquisitions officer, Kevin Tichnell, said the deal builds on its expanded footprint west of the Mississippi.
September 03, 2026
New Bill Boosts Social Security Survivor BenefitsThe POWR Act would provide a surviving spouse a benefit equal to 75% of the couple's combined Social Security benefit.
September 02, 2026
Schwab Sets $10M Minimum for New Long-Short AccountsSchwab is tightening access to the tax-saving strategies for the third time in recent months.
September 02, 2026
Wink Sees 2.4% Drop in Q2 Individual Annuity SalesBut the firm is reporting a 16% increase in variable annuity sales and a 21% increase in RILA sales.
September 02, 2026
Clients Who Claim Social Security Early Miss a Big Chance to Cut RMDsUsing a "bridge" strategy to delay claiming is more tax-efficient in the long term, NARSSA President Martha Shedden says.
September 02, 2026
Edward Jones Partners With Duke and the University of OregonAs part of the collaborations, the wealth management firm will hold financial education workshops for students and athletes.