Osaic Added $22B in Assets in 2023
By Janet LevauxWhile that's down sharply from 2022, the firm plans to add $108 billion from the Lincoln acquisition.
January 17, 2024
DOL Releases FAQ on Secure 2.0 Emergency Savings AccountsLabor's FAQ covers eligibility, contribution, distribution and withdrawal rules.
January 17, 2024
Bill to 'Fast Track' Social Security Cuts Is Up for Debate This WeekCritics blast the Fiscal Commission Act as an attempt to "slash Social Security and Medicare behind closed doors."
January 17, 2024
JPMorgan to Hire This Year on Wealth, Dealmaking RevivalUnlike some rivals, "the number of people we employ has been growing and not shrinking," said President Daniel Pinto.
January 17, 2024
Schwab Slides as CEO Flags Its Most Challenging Time Since 2000"No one at Schwab is kidding themselves that everything is perfect right now," said CEO Walt Bettinger.
January 16, 2024
AssetMark Launches New Tax Management Services for AdvisorsThe new offering is intended to help advisors more efficiently tailor their strategies to each client.
January 16, 2024
FSI Resumes Legal Fight Over DOL Independent Contractor RuleTrade groups fired a new salvo in a legal battle that has been halted since 2022.
January 16, 2024
New Tax Bill Includes 100% Bonus Depreciation"This is a big deal for small and medium-sized businesses," Jeff Bush of The Washington Update says.