Johnson Urges Senate to Minimize Changes to $40,000 SALT Deal
By Skylar Woodhouse and Jennifer A. DlouhyTrump last week told Senate Republicans he is open to a smaller boost to the deduction cap.
June 09, 2025
Senate Republicans Plan to Release Major Revisions to Trump’s Tax BillThe Senate Finance Committee is expected to release a draft this week.
June 09, 2025
Osaic CEO: New Advisor Tech Tools 'Will Blow Your Mind'AI-enabled stock picking is coming, but the "Fourth Industrial Revolution" goes far beyond that, Jamie Price says.
June 09, 2025
Nationwide Rolls Out Advisor-Sold 401(k) SolutionRetireAssist features “core” and “flex” offerings tailored for small and midsize employers, respectively.
June 09, 2025
Jeremy Siegel: Stock Rally Is Back; New Highs Likely (for Now)The market can focus on earnings now that aggressive tariff talk has subsided, Siegel wrote.
June 09, 2025
Most Advisors See Stocks Up 10% by Year-End: SurveyInflation worries are fading among both advisors and clients, InspereX reported.
June 09, 2025
RIA Succession Planning Options: 8 Things to KnowThere are many viable options for RIA principals looking to exit the business, but proper planning takes time.
June 09, 2025
LPL, Edward Jones Among 5 Firms Ordered to Pay $29M Over Excessive CommissionsThe firms charged nearly $19 million in unreasonably high commissions over five years, state regulators say.