Ex-Schwab Advisor Claims Age and Sex Discrimination
By Melanie WaddellThe advisor was forced to resign and replaced by a younger male counterpart, she says in a lawsuit.
May 07, 2025
AdvicePay Buys Compensation Software FirmThe platform says the acquisition of AdvisorBOB is “a strategic step" to further help fee-based planners.
May 07, 2025
Goldman Adds Custom Public-Private Model Portfolios for RIAsRIAs can offer alternatives alongside mutual funds, ETFs and equity SMAs within models.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.
May 06, 2025
Senate Confirms Bisignano as Social Security CommissionerHouse Ways and Means Chairman Jason Smith said he will work with Bisignano to strengthen Social Security.