Senate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt Limit
By Erik WassonThe Senate voted 52 to 48 to adopt a budget that would permit $340 billion in new spending.
February 20, 2025
10 Things on Wealth Managers' Minds NowExecutives are thinking about growth, strategy and succession, but tech rules it all, a new survey finds.
February 20, 2025
Judge Gives DOL 60 Days to Mull Fiduciary Rule AppealLabor must decide whether to continue the Biden administration's fight for the 2024 Retirement Security Rule.
February 20, 2025
Social Security Head Refutes Claim That Millions Over 100 Are Collecting BenefitsMany records do not contain a date of death, says Lee Dudek, the agency's acting commissioner.
February 20, 2025
Two Big Things We Still Don’t Know About 529 Plan to Roth IRA RolloversAdvisors and clients continue to seek IRS guidance on this helpful savings option.
February 20, 2025
IRS Plans to Lay Off Thousands: ReportWorkforce reductions could start any day now, according to The Associated Press.
February 20, 2025
Jackson Still Has Too Much MoneyThe annuity issuer might cope with the extra cash by buying something.
February 20, 2025
Morningstar to Shut Down Its Office Platform for AdvisorsThe decision comes as Morningstar announces plans to partner with the Black Diamond Wealth Platform.