Debt Limit Nail-Biter Looms as Senate Ponders Tax Bill
By Erik Wasson, Chris Cioffi and Alexandra HarrisSen. John Thune must strike a delicate balance to get the House’s $4 trillion tax cut package through the Senate.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 23, 2025
LPL's Atria Network to Lay Off 169 EmployeesThe employees will be let go this summer in California, New York and Texas, state records show.
May 22, 2025
Trial Date Set for Ex-Banker Charged With Killing BofA ExecAnthony Duwayne Turner's trial is set for June; a planned pretrial hearing involves a motion to dismiss the case.
May 22, 2025
Advisor Gets 10 Years in Prison for Stealing $2M From Elderly ClientsJulie Anne Darrah convinced clients "she would take care of them in their older years like a daughter," authorities said.
May 22, 2025
Trump’s Next Hurdle: The Bond Market Hates His ‘Beautiful’ Tax BillInvestors are now asking if they should loan the government money at 5% for 30 years, says a fixed income specialist.
May 22, 2025
What's Next for the Trump Tax Bill"We are so far away from an acceptable bill, it’s hard to say," said Sen. Ron Johnson, R-Wis.
May 22, 2025
Ex-Osaic Advisor Who Accepted $1M Bequest From Client Faces Fine, SuspensionThe advisor didn't notify his firm or receive approval to accept the bequest, according to FINRA.