TaxStatus' Jump Integration Links IRS-Verified Data to Planning Platform
By John ManganaroThe partnership reflects growing demand in the advisor space for verified financials and AI-powered planning.
February 03, 2026
Don't Let Clients Miss These 7 Tax Benefits in 2026These breaks are new for the 2025 tax year, and some are temporary.
February 03, 2026
New Bill Overhauls Individual Income Tax RatesThe Middle Class Tax Act would levy "a significant tax increase on high earners and capital income," said Jeff Bush.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
February 02, 2026
AI Leads Family Office Investment Themes: JPMorganThey increasingly favor investments in the infrastructure and services powering the AI boom, a Private Bank exec says.
February 02, 2026
Vanguard Cuts Fees on 53 FundsWhile the reductions benefit investors, "the race to zero has largely been run," Vanguard watcher Jeff DeMaso says.