IRS Finalizes Car Loan Deduction
By Robert Bloink and William H. ByrnesAlthough the deduction was available for the 2025 tax year, the agency treated 2025 as a transition year.
September 24, 2026
Vanguard to Pay $950K Over Cost Basis Errors in Client DocsTechnical issues led to errors on millions of statements over more than a decade, FINRA said.
September 24, 2026
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Lawyer Says Advisors Are Critical to Estate PlanningThere are four steps to the process, and advisors can play a key role in three of them, David Haughton of Hargrove says.
September 23, 2026
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A Tax-Free Way to Fund Long-Term CareClients who don't want standalone LTC coverage might consider a "hybrid" life or annuity contract.
September 23, 2026
Vanguard, Morgan Stanley, Pershing Face Class Action Over Paper Statement FeesThe financial firms were sued in federal court over charging for written records of balances and trades.
September 23, 2026
Corient Adds $2.6B Multifamily Office in Cayman IslandsThe Miami-based firm manages about $572 billion globally.
September 23, 2026
12 Helpful Phrases for 4 Client SituationsThe right expression, used at the right time, can create an "aha" moment.
September 22, 2026
Amid Uncertainty, Family Offices Shift Toward Public EquitiesNearly half of respondents to a Citi Wealth survey increased their public stock exposure during the year.