7 Things Clients Do — and Don't — Talk About With Their Advisors
By Allison BellLincoln Financial found that some retirement savers have shocking holes in their planning.
November 25, 2025
Ex-Wells Fargo Rep Violated Reg BI With Options: FINRAJames Eugene Holmes also traded in at least five customers’ accounts without prior authorization, the regulator states.
November 25, 2025
Trump DOL to Abandon Fiduciary Rule DefenseThe department is expected to propose a new fiduciary rule in May 2026.
November 24, 2025
New Bill Allows Federal Taxes to Be Paid in BitcoinBitcoin transferred as a tax payment would not be subject to capital gains tax, said Rep. Warren Davidson.
November 24, 2025
Cetera Confirms New Round of LayoffsA spokesperson characterized the firings as a "small workforce reduction" focused on streamlining operations.
November 24, 2025
Benefits Law Specialist Calls for All 401(k) Plans to Add AnnuitiesAndrew Stumpff Morrison argues that trying to tap nest eggs without help from annuities is unwise.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 24, 2025
12 Thanksgiving Opportunities for Financial AdvisorsIt's a great time to build goodwill and strengthen connections under positive circumstances.