House Panel Advances SEC Restructuring Bill
By Melanie WaddellThe legislation would require the agency to review major rules once implemented and reduce offices.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
July 01, 2026
Retirement Income Planners Need Better Longevity EstimatesProviding better tools to explain life expectancy risk could help clients better understand their situation and strategize accordingly.
July 01, 2026
Luxury Home Prices Rose Most in These 12 U.S. CitiesHigh prices and strong demand, Redfin reports, have made this a favorable moment for well-off homeowners to cash out.
June 30, 2026
What a Social Security Disability Insurance Appeal Can Mean for a Client's Medicare TimingFor some clients, the health benefits matter more than the income support.
June 30, 2026
SEC to Conduct Broad Enforcement ReviewChair Paul Atkins says the agency is "redirecting resources toward the types of misconduct that inflict the greatest harm."
June 30, 2026
Hub's IPO Might Open Curtains on Its Life, Annuity and Advice TeamsThe property and casualty broker has $207 billion in retirement plan and private wealth assets under advisement.
June 30, 2026
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: SurveyThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.