Planning Foundation Issues Grants to Support Pro Bono Guidance
By John ManganaroOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
January 31, 2025
Trump May Give DOGE Access to Treasury Payment Systems: ReportThe systems send out bond payments, Social Security payments and tax refunds.
January 31, 2025
RIA M&A Activity Set Record in 2024: DeVoeThe 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark.
January 31, 2025
Raymond James Beats Estimates, Stops Reporting Quarterly Advisor HeadcountIndustry watchers say they don’t see a downside to the firm's new approach to disclosing this data.
January 31, 2025
Advisor Pleads Guilty to Taking $17M From Clients, Including His AuntScott Mason, former Rubicon Wealth Management president, could face up to 80 years in prison.
January 31, 2025
As Trump Tariffs Near, World Braces for Stock Market SpilloverStarting Saturday, Trump could put 25% tariffs on all imports from Canada and Mexico or phase in higher duties.
January 31, 2025
New Bill Would Revamp IRSThe legislation would make "common-sense fixes" to the agency, say Sens. Mike Crapo and Ron Wyden.
January 31, 2025
What If Life and Annuity Issuers Use Vendors With Bad AIs?Regulators are wrestling with questions about how to handle the service providers' tech.