Atlanta Advisors With $2.6B Launch RIA With Dynasty
By John ManganaroAnchyra Partners plans to acquire indie firms and work with experienced advisors seeking to leave captive markets.
June 11, 2025
IRAs Could Soon Help Pay for Long-Term Care InsuranceLife insurers want the IRS to issue the regs they need to implement a Secure 2.0 provision.
June 11, 2025
Group Fears IRS Could Change the Time When Annuities Are TaxedThe Committee of Annuity Insurers has a bad feeling about an item on the agency's to-do list.
June 11, 2025
Bessent Could Be Trump's Pick for Fed Chair in 2026: Paul TudorThe founder of Tudor Investment Corp., also said the tax bill is a threat to stock and bond markets.
June 11, 2025
Vanguard Launches Active Fixed Income Multi-Sector ETFThe offering is effectively identical to the Vanguard Multi-Sector Income Bond Fund, a Vanguard watcher notes.
June 11, 2025
FINRA Seeks to Allow Challenges to Suspensions, BarsThe rule change would let reps and BDs request relief from the SEC at FINRA's discretion.
June 11, 2025
FPA Debuts Planning ‘Competency Model’The new framework was developed by a task force chaired by Hannah Moore.
June 11, 2025
2026 Social Security COLA Estimate Rises Once AgainIf trends hold through the third quarter, the COLA for 2026 will be on par with 2025.