A Top DOL Official Lays Out Her Year-End Priorities
By Melanie WaddellThe department is on the cusp of launching a key retirement tool, EBSA head Lisa Gomez tells ThinkAdvisor.
December 13, 2024
San Antonio Advisor and Radio Host Charged With Obstructing FBI ProbeBrooklynn Chandler Willy was arrested and jailed on allegations she produced false documents in response to a subpoena.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 13, 2024
Cantor Fitzgerald Pays SEC $6.75M for Alleged SPAC AbusesThe firm, led by Howard Lutnick, misled investors in two blank-check firms, the regulator says.
December 13, 2024
Senators Delay Crenshaw Vote, Increasing Odds of All-GOP SECThe commissioner dissented to spot bitcoin ETF approval and supports stricter climate-related disclosure rules.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 12, 2024
Hightower Stakes $800M Denver Wealth FirmFamily-run Dechtman Wealth Management is the sixth strategic investment for the financial planning firm in 2024.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.