Advisor in Smoothie Shop Incident Is Fined and Suspended Over Cash Transactions
By Dinah Wisenberg BrinJames Iannazzo arranged withdrawals and deposits totaling $845,890 to evade reporting requirements, a FINRA panel found.
February 12, 2025
Advisor Shortage Could Reach 100,000 by 2034: McKinseyAs Americans have become wealthier and their needs more complex, their demand for services is growing, research finds.
February 12, 2025
Bill to End Taxes on Social Security Benefits Is BackThe Senior Citizens Tax Elimination Act would repeal the inclusion of Social Security benefits in gross income.
February 12, 2025
Integrated Partners Names Chief Brand OfficerMatt Ackermann is tasked with boosting the RIA's presence across the wealth management and CPA space.
February 12, 2025
2026 Social Security COLA Estimate Ticks Up on Higher InflationThe Senior Citizens League’s model now predicts that the 2026 COLA will come in at 2.3% for 2026.
February 12, 2025
AARP Makes the Republican Case for Adding a Caregiver Tax CreditGOP survey takers liked the idea almost as much as they liked eliminating taxes on Social Security benefits.
February 12, 2025
El-Erian Sees Fed Holding Rates for Longer Than Markets ExpectThe central bank will likely tolerate higher inflation to protect economic growth, he added.
February 12, 2025
House GOP Takes First Step Toward Tax Cuts, Debt Limit IncreaseThe plan requires $1.5 trillion in cuts over a decade in programs like Medicaid and SNAP.