House Tax Bill Is in Trouble
By Melanie WaddellThe current version doesn't have the votes to pass the House, Greg Valliere says.
May 15, 2025
Anna Kendrick Stars in LPL's First Consumer Ad CampaignThe ads — asking "What if you could?" — are drawing praise from marketing pros.
May 15, 2025
House Tax Bill Offers $4,000 Deduction for SeniorsThe proposal is an alternative to the Trump plan to eliminate the income tax on Social Security benefits.
May 15, 2025
LPL Drops Suit Over Ameriprise's 'Defamatory' Data Breach NoticesThe financial services firms agreed that LPL could pursue claims with FINRA, among other points.
May 15, 2025
Carson Launches AI Advisor Assistant ‘Steve’The chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 15, 2025
Raymond James Advisors Get Zoom's AI Meeting Summary ToolCompany exec Andy Zolper tells ThinkAdvisor that the solution can save advisors many hours of work per week.
May 15, 2025
FINRA to Raise $100 Gift LimitThe regulator also plans to codify looser rules on personal gifts.
May 14, 2025
LPL Launches Alternatives Learning HubThe platform includes content and access to continuing education credits in partnership with the CAIA Association.