Fidelity Hit With $1.25M Fine Over Data Breach
By Melanie WaddellMassachusetts' top securities regulator ordered the fine over a breach that compromised the data of 77,000 customers.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.
April 24, 2026
New Derivatives Bill Seeks to Rein in Wealthy Tax DodgersThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.
April 24, 2026
7 Things No Life or Annuity Prospect Has Ever Said Out LoudBut many prospects are thinking these things. You might want to talk about that.
April 23, 2026
Schwab Imposes New Account Curbs as Tax-Aware Strategies BoomSchwab is the latest brokerage to rein in long-short SMAs.
April 23, 2026
Federal Court Rules Against IRS Micro Captive Insurance RegulationThe judge found that the agency exceeded its statutory authority.
April 23, 2026
Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios?The client curiosity is there, and the industry is increasingly taking notice.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.