Average Tax Refunds Up More than $200 as Filing Season Opens
By Caitlin ReillyThe Treasury Department has promised tax refunds $1,000 higher on average than last year.
February 17, 2026
LPL Lays Off 3% of Workforce 'Across All Areas'Based on LPL's year-end headcount, roughly 300 people were likely dismissed.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 17, 2026
How an Advisor Became a Benefits Whiz and Multiplied His AssetsJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 17, 2026
The Ten Commandments of Client CommunicationThe key to building long-term relationships is developing a personal connection.
February 17, 2026
BofA Lifts CEO's Pay 17% for 2025Brian Moynihan will receive $41 million for his employment last year, when the bank raised profits.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.
February 17, 2026
4 Big Cases to Watch in 2026: SEC RoundupThese "sleeper" cases will set the rules of the road for years to come.