Senate Passes Bill to Curb Contentious Social Security Rules
By Melanie WaddellThe Social Security Fairness Act, which would repeal two provisions, now goes to President Biden.
December 20, 2024
11 Top New York City Restaurants to Book in 2025As 2024 winds down, here’s what to get excited about in the Big Apple in the year ahead.
December 20, 2024
Concurrent Appoints Retirement Division HeadDavid Montgomery comes to the advisory group from OneDigital.
December 20, 2024
Berthel Fisher Names Recruiting LeaderDan Meehan, formerly of Arete Wealth, will lead recruiting and acquisition strategies for the $10 billion hybrid shop.
December 20, 2024
JPMorgan, BofA and Wells Fargo Sued Over Alleged Zelle FraudFraud complaints weren’t addressed by the banks, with clients largely denied relief, the CFPB says.
December 20, 2024
What Really Gets Shut Down When Government Spending StopsMedicare and Social Security benefits would continue, but some administrative tasks could be delayed.
December 20, 2024
BofA Strategist Sees Shaky Market Sentiment as Fed PivotsMichael Harnett said earlier that investors should start putting more money into stocks outside the U.S.
December 20, 2024
6 Ways to Talk About Estate Planning Over the HolidaysRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.