CBO Lifts U.S. Deficit Call by $1.4T on Trump Policies
By Jarrell DillardThe tax overhaul and immigration crackdown are expected to cost more in the next decade than tariffs bring in.
February 11, 2026
Kestra Taps Addepar for Affiliated Advisors' Client PortalKey features of the new solution include a unified, transparent view of client wealth across accounts.
February 11, 2026
SEC Working on Off-Channel Communications, E-Delivery Rules: AtkinsThe SEC chairman testified Wednesday before the House Financial Services Committee.
February 10, 2026
National Guardian Life Reboots Its Stand-Alone Long-Term Care InsuranceThe new product comes with a monthly benefit, instead of a daily benefit, and extra inflation protection options.
February 10, 2026
Health Costs Clip Retirees' Income: ReportEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 10, 2026
Wealth Manager Stocks Sink as Altruist Releases AI Tax ToolSchwab, Raymond James and LPL all had their worst showings since April, falling more than 7%.
February 10, 2026
How Technological Innovation and Integration Improves Client ExperiencesFidelity Investment's Tricia Haskins explains how the firm's recent updates to its Integration Xchange platform are helping advisors better leverage technology to strengthen client relationships.