Dani Fava: The AI 'Tipping Point' for RIAs Is Here
By Jane Wollman RusoffThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Tax Time Is Life and Annuity Trust Trap Time, Advisor WarnsHasty decisions about distributions or trustees could break delicate financial machinery.
February 17, 2026
New FINRA Plan Allows BDs to Market Performance ProjectionsThe amendments help align communications and marketing materials with the SEC's marketing rule, says attorney Ben Marzouk.
February 17, 2026
Average Tax Refunds Up More than $200 as Filing Season OpensThe Treasury Department has promised tax refunds $1,000 higher on average than last year.
February 17, 2026
Wall Street Wants to Bring Election Bets Into Brokerage AccountsThe proposed ETFs, disclosed in a filing on Feb. 13, cover presidential, Senate and House races across both parties.
February 17, 2026
Pacific Life Sold Complex IUL Policy as Retirement Strategy: LawsuitTwo retirees say they were induced to liquidate $1.5 million in savings to purchase an unsuitable insurance product.
February 17, 2026
LPL Lays Off 3% of Workforce 'Across All Areas'Based on LPL's year-end headcount, roughly 300 people were likely dismissed.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.