RIAs
Hightower Takes Stake in $3.8B Bicoastal Wealth Firm
By Janet LevauxThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 14, 2025
Retiree Sues Schwab, Hightower Over $422,000 Portfolio LossThe firms misrepresented a risky margin loan as a safe credit line and made unauthorized trades, the suit says.
May 14, 2025
Could Annuity Provisions Still Show Up in the Big Tax Bill?Probably not, but they could.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
May 14, 2025
12 Cities Where It Takes the Most Income to Be Middle ClassThe median income needed to enter this group in big cities increased to $74,225, SmartAsset research found.
May 14, 2025
Trump Tax Plan Heads to House Floor VoteThe Ways and Means Committee approved trillions in new tax cuts, but some crucial issues are unresolved.
May 14, 2025
Here Are the Tax Bill's Winners and LosersThe rich, for instance, would dodge a tax increase and be able to pass more wealth to heirs.