Wyden Bill Would Wreck Existing Private Placement Life and Annuity Arrangements
By Allison BellHolders would have 180 days to replace the arrangements or liquidate them.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 16, 2026
Private Markets Belong in 401(k)sThe defined contribution retirement system should reflect how modern capital markets actually function.
April 16, 2026
SEC Seeks Comments on Reining in CATThe agency wants feedback on Consolidated Audit Trail funding and cost management and the regulatory purpose of the database.
April 16, 2026
Vanguard Launches Two International Stock Index ETFsOne low-cost exchange-traded fund offers a value exposure, the other a growth index.
April 16, 2026
Schwab Rolling Out AI Initiatives for Advisors, InvestorsPortfolio Insights is planned for May, an investor AI assistant for June.
April 16, 2026
U.S. Should Prepare for a 'Vicious' Bond Crash: PaulsonThe former Treasury secretary says we need a plan to avert a potential collapse in the demand for U.S. government debt.
April 16, 2026
Murder or Insanity? Ex-LPL RIA Employee Faces Next Phase of TrialRamy Fahim, formerly of Pence Wealth Management, admitted to killing a co-worker and the co-worker's roommate.