Vanguard Personal Wealth Seeks Head of Digital Assets
By Dinah Wisenberg BrinWhile this executive will lead strategy, the investment giant suggests that the move doesn't signal shifting policy.
July 08, 2026
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How an HNW Advisor Engineers Tax AlphaShort-sighted tax strategies can come back to bite clients later, Ryan Fleischer tells ThinkAdvisor.
July 08, 2026
New HUSTLE Act Creates Tax-Favored Accounts for College AthletesThe bill would create tax-advantaged accounts for name, image and likeness income that could be rolled to an IRA.
July 07, 2026
Genworth CEO Takes Medical Leave of AbsenceThe long-term care insurance issuer's chief financial officer will be the interim CEO.
July 07, 2026
Edelman Appeals After Court Tosses Poaching ClaimThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.
July 07, 2026
FINRA Suspends NYLife Rep Fired for Falsifying DocumentsKim Thien Tran, suspended for nine months and fined $5,000, also commingled customer funds, an order states.
July 07, 2026
Bob Doll's 10 Predictions for 2026: A Midyear UpdateFour of the Crossmark CEO's prognostications are headed in the right direction, he says.
July 07, 2026
'A Slap in the Face': Groups Urge SEC to Keep Quarterly ReportingBetter Markets and CFA Institute suggest that the agency should reconsider allowing semiannual updates by publicly traded companies.