House GOP Mulls New Tax Bill on SALT Deduction
By Melanie WaddellThe bill could double the cap on the state and local tax deduction for couples, news reports said.
January 31, 2024
20 Years In, T3 Remains an Emerging Tech BarometerA decade ago, the hot topic was robos. Then came direct indexing. Here's what the industry's talking about now.
January 31, 2024
Fed Holds Rates Steady, Inches Closer to Cutting in FutureThe decision to leave the target range for the benchmark rate unchanged at a 22-year high of 5.25% to 5.5% was unanimous.
January 31, 2024
11 Reasons Clients Stay With Their Advisors: MorningstarCommon motivations for investors to stay put, research found, fell into two broad categories: emotional and financial.
January 31, 2024
Policyholder Sues Northwestern Mutual Over Life and Disability PoliciesA man in Florida is attributing claim filing delays to incorrect information provided by the insurer.
January 31, 2024
Allianz Life Responds to Suit Involving Agent Oversight QuestionsThe company asserts that, under California law, an insurer is not a fiduciary for its insured.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 31, 2024
Medicare Reconstructive and Cosmetic Surgery BenefitsThe program will pay for some procedures that may affect a client's appearance.