SEIA Taps Ex-Fidelity Exec to Head Estate, Tax Planning
By John ManganaroBrad Repinsky joins the wealth management firm after serving in leadership roles at Fidelity and Goldman Sachs.
July 17, 2025
Cetera Launches Suite of AI-Powered ToolsThe firm says IntelligenceEngine combines advanced analytics, planning technology and client engagement tools.
July 17, 2025
FINRA Bars Ex-Stifel Advisor Linked to $132M Arb AwardChuck A. Roberts, the subject of several client complaints, refused to appear for on-the-record testimony.
July 17, 2025
Debate: Are Trump Accounts for Newborns a Viable Savings Program?Under new legislation, the federal government will provide a $1,000 initial contribution in a tax-deferred vehicle.
July 17, 2025
Vestmark, iCapital, BlackRock and Dynasty Team Up on New UMA PlatformThe platform supports tax-aware investing in private asset classes.
July 17, 2025
5 Marketing Moves to Draw Advisors to Your FirmThe new J.D. Power data is clear: For early-career advisors, marketing support is not an "extra." It's a must.
July 16, 2025
Marcia Mantell Has Never Been This Worried About Social SecurityThe retirement consultant, marking 20 years in business, says the solvency picture is likely even worse than it looks.
July 16, 2025
JPMorgan Chase Debuts Solo 401(k)sThe new solo 401(k) is designed for entrepreneurs and self-employed individuals with no full-time employees.