What to Make of LPL’s Loan Forgiveness Pledge for Commonwealth Advisors
By John ManganaroThe move was labeled an "interesting concession from LPL" by advisor, author and speaker Michael Kitces.
April 23, 2025
Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.But some Republicans are open to raising levies on top earners to help pay for other parts of Trump’s agenda.
April 23, 2025
For Most Americans, Going Broke in Retirement Is a Bigger Fear Than Death: SurveyInflation, Social Security worries and a lack of savings stoke this fear, Allianz reports.
April 23, 2025
Vanguard to Launch 3 U.S. Government Bond ETFsTwo new index ETFs and one actively managed fund will offer portfolio diversification, the investment giant noted.
April 23, 2025
E-Trade Launches 5 No-Fee Index FundsThe new products are being offered exclusively to the brokerage's self-directed investor clients.
April 23, 2025
Altruist Secures $152M in New Funding for GrowthLed by Jason Wenk, the RIA custodian is now valued at about $1.9 billion.
April 23, 2025
New Bill Cuts Capital Gains Taxes for Some High EarnersThe legislation moves the long-term capital gains tax thresholds to align with income tax brackets.
April 23, 2025
401(k) Contribution Limits to Get $1,000 Boost in 2026: New EstimateThat would be twice the $500 increase savers saw in 2025.