New Bill Boosts Social Security Survivor Benefits
By Melanie WaddellThe POWR Act would provide a surviving spouse a benefit equal to 75% of the couple's combined Social Security benefit.
September 02, 2026
Clients Who Claim Social Security Early Miss a Big Chance to Cut RMDsUsing a "bridge" strategy to delay claiming is more tax-efficient in the long term, NARSSA President Martha Shedden says.
September 02, 2026
Edward Jones Partners With Duke and the University of OregonAs part of the collaborations, the wealth management firm will hold financial education workshops for students and athletes.
September 02, 2026
Private Fund Advisors Busted in Ponzi-Like Scheme Against Retirees: SECMark Hanf and Hoai-Nam Chu Phan made material misrepresentations regarding the Pacific Fund and Freedom Fund, a complaint says.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.
September 02, 2026
Fake NFL Player, Phony Advisor Charged With Swindling at Least 26 Women: DOJA teenager posed as a financial advisor for the bogus San Francisco 49er, prosecutors say.
September 02, 2026
Altruist Introduces AI-Powered Financial Planning AgentThe announcement follows a tax planning deployment that sent wealth management stocks tumbling in February.
September 02, 2026
Meet the Luminaries Class of 2026 FinalistsMore than 380 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.