New Bill Puts Clamp on SEC's CAT
By Melanie WaddellThe bill would greatly restrict the SEC from collecting personally identifiable information for the system, said Rep. Barry Loudermilk.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 12, 2023
SEC Wants BDs to Assess Cash Reserves DailyThe SEC's plan, released Wednesday, would amend the broker-dealer customer protection rule.
July 12, 2023
Medicare and Social Security Fair Share Act Boosts Taxes on WealthyThe bill would apply the Social Security payroll tax to wage, self-employment and investment income above $400,000.
July 12, 2023
Hightower Invests in Tax FirmGMS Surgent will become a "wholly owned tax subsidiary," giving advisors access to complex tax and advisory services.
July 12, 2023
More Prime-Age Clients Want Life InsuranceThe activity level for clients ages 61 and older fell.
July 12, 2023
Social Security COLA Estimated at 3% for 2024 Amid Mixed Inflation SignalsA COLA of 3% would raise the current average monthly benefit by about $54.
July 11, 2023
Global Atlantic Adds $2.4B in Life and Annuity Deal CashThe KKR subsidiary sees this as a good time to offer reinsurance.