Vanilla Appoints Marketing Head and Chief of Staff
By John ManganaroJoe Abbott and Hanna Grokenberger Byers are joining after a strong year of platform growth.
February 26, 2025
Bitcoin ETFs Hit by Record $1B Outflow in One DayBitcoin’s price has been faltering, with investors shunning riskier assets in the face of uncertainty.
February 26, 2025
New Advisor Survey Finds Rapid Attitude Shift on AIThe vast majority of financial professionals find the emerging technology helpful to their practice, Advisor360° research found.
February 26, 2025
Two Former UBS Advisors Say Firm Broke Wage LawsThe ex-advisors seek a class action, alleging UBS failed to reimburse expenses and took unlawful wage deductions.
February 26, 2025
Tax Cut Chances Rise as House Passes Budget Targeting Safety NetThe blueprint is the first step in bypassing Senate Democrats on tax and spending legislation.
February 25, 2025
Social Security Fairness Act Retroactive Benefit Payments Starting 'Immediately'SSA's original estimate of taking a year or more will only apply to complex cases, SSA's Dudek says.
February 25, 2025
Social Security Administration Closes Offices, Realigns FunctionsThe agency closed its Office of Civil Rights and Equal Opportunity and its Office of Transformation.
February 25, 2025
TaxStatus Unveils Financial Baseline Report Featuring Direct IRS DataThe product aims to help advisors make smarter decisions and streamline planning for better client outcomes.