Democrat Pushes for Middle Way at House Fiduciary Rule Hearing
By Allison BellRep. Donald Norcross, D-N.J., wants policymakers to protect retirement savers' access to good advice.
February 15, 2024
Appeals Court Finds Pru Had Some Fiduciary Duty Over Group LTC Plan RatesThe ruling could affect how the federal courts handle a wide range of ERISA fiduciary rule cases.
February 15, 2024
Bezos Reaps Florida Tax Benefit With $4B Amazon Share SaleA capital gains tax in Washingon, where the Amazon executive chairman lived earlier, now faces a ballot measure seeking to repeal it.
February 14, 2024
LPL's Steinmeier: Why We Bought Atria and What's NextLPL had been courting Atria for some time and finally found its opening last year, the executive says.
February 14, 2024
SALT Deduction Bill Heads for House VoteThe SALT Marriage Penalty Elimination Act would double the deduction cap for joint filers for 2023.
February 14, 2024
IRS Sets Saturday Office HoursFunding to expand the availability of taxpayer assistance centers comes from the Inflation Reduction Act.
February 14, 2024
El-Erian: Market's 'Outsized Reaction' to Inflation Data Came After Getting 'Carried Away'The Federal Reserve needs to make three rate cuts and shouldn't wait too long, the Allianz economist cautioned.
February 14, 2024
Morgan Stanley to Cut Several Hundred Jobs in Wealth UnitThe wealth management group has about 40,000 workers and is the firm's largest unit, says a person with knowledge of the matter.