You May Soon Be Able to Pay for CE Credit With 529 Plan Funds
By John ManganaroThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
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.
May 22, 2025
Texas Bill Could Speed Up Annuity Exchanges and TransfersInsurers would have to complete many of the transactions within 30 days after receiving a request.
May 22, 2025
Hightower Stakes $2B Aviation-Focused Wealth GroupThe 34-member practice is based in Dallas.
May 22, 2025
House Passes Tax Package by 215-214 VoteA 42-page manager's amendment was added but did not appear to affect the health account provisions.