Treasury Names Advisor to Help Plan U.S. Sovereign Wealth Fund
By Daniel FlatleyJR Gibbens will join the Treasury from the Pentagon, the Treasury Department said in a statement Wednesday.
February 26, 2025
Two Former UBS Advisors Say Firm Broke Wage LawsThe ex-advisors seek a class action, alleging UBS failed to reimburse expenses and took unlawful wage deductions.
February 26, 2025
9 Questions Financial Advisors Should Ask When Using AIWith the great power of generative AI tools also comes great responsibility, especially for fiduciary financial professionals.
February 26, 2025
Tax Cut Chances Rise as House Passes Budget Targeting Safety NetThe blueprint is the first step in bypassing Senate Democrats on tax and spending legislation.
February 25, 2025
Social Security Fairness Act Retroactive Benefit Payments Starting 'Immediately'SSA's original estimate of taking a year or more will only apply to complex cases, SSA's Dudek says.
February 25, 2025
Social Security Administration Closes Offices, Realigns FunctionsThe agency closed its Office of Civil Rights and Equal Opportunity and its Office of Transformation.
February 25, 2025
TaxStatus Unveils Financial Baseline Report Featuring Direct IRS DataThe product aims to help advisors make smarter decisions and streamline planning for better client outcomes.
February 25, 2025
These 'Sacred Truths' Reveal Winning Stocks, Longtime Investing Pro SaysLouis Navellier tells ThinkAdvisor how he picks growth stocks that beat the market.