Vanguard's Equity Head Joins SEC Investor Advisory Committee
By Melanie WaddellThe agency added four members to the panel, which advises on regulatory priorities and initiatives.
October 14, 2025
BlackRock's iShares Top $5 Trillion in AssetsOverall, the asset manager pulled in $205 billion of client money in the third quarter.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 14, 2025
Start Tax Filing Season on Time, Lawmaker Urges IRSThe previous acting IRS commissioner said the start date would be delayed to mid-February to implement OBBBA changes.
October 14, 2025
6 Retirement Confidence Trends Advisors Can’t Afford to IgnoreAmericans’ conception of "retirement" is undergoing a significant evolution thanks to a number of intersecting trends.
October 13, 2025
Pontera's Fight With Fidelity Over Platform Access Breaks Into the OpenThe firm's CEO says its system is secure and helps advisors better manage clients' held-away assets.
October 13, 2025
10 New Tax Numbers for Life and Annuity Professionals to Know for 2026These are some of the parameters that will shape clients' future.
October 13, 2025
Cetera Adds $1.8B Team From Northwestern MutualThe 34-member advisory unit of Pillar Financial Group is now part of Cetera Advisors.