Vanguard CEO: Individual Investors a 'Great Stabilizing Force'
By Dinah Wisenberg BrinVanguard is adding AI to its advisor tools and its robo-advice service, Salim Ramji said.
April 24, 2026
Creditor Protection Trust Fails Under Court ScrutinyA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.
April 24, 2026
New Derivatives Bill Seeks to Rein in Wealthy Tax DodgersThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.
April 24, 2026
How Advisors Make Video ManageableAround half of advisors create video, and most say it helps boost AUM, Idea Decanter finds.
April 24, 2026
Lawmakers Urge DOL to Scrap Indie Contractor Rule ProposalIn a letter, Democrats told acting Labor Secretary Keith Sonderling Friday to revive the 2024 rule.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 24, 2026
How Advisors Can Protect Clients In Cognitive DeclineExperts say being proactive before problems arise can help ensure retirement security.