Trump DOL to Abandon Fiduciary Rule Defense
By Melanie WaddellThe department is expected to propose a new fiduciary rule in May 2026.
November 24, 2025
Benefits Law Specialist Calls for All 401(k) Plans to Add AnnuitiesAndrew Stumpff Morrison argues that trying to tap nest eggs without help from annuities is unwise.
November 24, 2025
Fidelity Clearing and Custody Exec to DepartRohit Mahna, client growth head, is leaving the asset manager after nearly four years.
November 24, 2025
Advisor Pleads Guilty to Conning Venezuelans, Others in $94M SchemeAndrew Hamilton Jacobus could face 20 years in federal prison, the Justice Department says.
November 24, 2025
Schwab Mulls Platform Fee for ETF IssuersThe firm says it is "thoughtfully evaluating ETF issuer fees." Sources expect the fee structure to align with Fidelity's.
November 21, 2025
Medicare Market Faces Serious Disruption, Key Player ReportsThe 2025 upheaval will be "less recoverable" than the 2024 turbulence, according to a man who helps agents make their sales.
November 21, 2025
Merit Adds $1.2B, Proprietary HNW Planning Technique via Blueprint AcquisitionThe deal expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market.
November 21, 2025
IRS Clarifies No-Tax-On-Tips, Overtime RulesA new notice details how workers should determine the amount of their deductions without receiving employer accounting.