July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: Trump
By Cam Kettles, Alicia Diaz, Erik Wasson and Maeve SheeheyRepublicans remain divided over several thorny issues, including size of the SALT deduction.
June 27, 2025
LPL Cutting 70 Jobs in San DiegoThe layoffs will affect mostly senior and management positions, a local paper reported.
June 27, 2025
SEC Denies Requests to Alter More Texting SettlementsPerella Weinberg Partners and Kroll Bond Rating Agency asked the SEC to “equalize” certain settlement undertakings.
June 26, 2025
Mercer Hits Employee Ownership ‘Milestone’More than half of its roughly 1,300 employees are now equity owners in the $72 billion RIA.
June 26, 2025
Wisconsin 'Advisor' Bought 300 Snowmobiles With Client Money: ProsecutorsStanley Pophal is accused of luring at least 120 investors to buy promissory notes in a $15 million scheme.
June 26, 2025
Envestnet to Sell Yodlee to PE FirmFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 26, 2025
FINRA Sanctions Clearing Firm Exec for Sending Thousands of WeChat MessagesBingshan Song of Velox Clearing was suspended and fined $25,000.
June 26, 2025
Trump Decision on Next Fed Chair Not Imminent, White House SaysPowell’s term as chair does not expire until May 2026, and choosing a replacement this early would be unusual.