Judge Rejects $40M Class-Action Settlement in Vanguard Target-Date Selloff Case
By Dinah Wisenberg BrinPlaintiffs will get a better deal under an SEC settlement, the judge found.
May 20, 2025
Trump Loses Patience With SALT Demands as Tax Bill Faces SnagSeveral SALT advocates plan to keep blocking Trump’s bill if the deduction isn't raised above $30,000.
May 20, 2025
Accredited Investor Standard Should Be Eliminated: SEC's PeirceThe move would give more investors access to private markets through "diversified, professionally managed funds," the commissioner says.
May 20, 2025
Schwab Debuts Program to Help Advisors Start Their Own RIAsSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.
May 20, 2025
Trump Pushes SALT Republicans to Abandon Further Cap HikeHe also spoke with hard-liners seeking deeper Medicaid cuts. But both groups appear to be holding firm.
May 20, 2025
12 Best States for Military Retirees: 2025Retired servicemembers face challenges that most other retirees do not.
May 19, 2025
5 Years In, Reg BI Is Still Unclear to BDsCompliance professionals say Reg BI has been a heavy lift but has helped to derisk the industry.
May 19, 2025
Trump Plans to Rally House Republicans Divided on Tax Cut BillPresident Trump plans to go to the Capitol on Tuesday to urge fractious House Republicans to overcome divisions.