Hightower Takes Stake in $3.8B Bicoastal Wealth Firm
By Janet LevauxThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 14, 2025
Trump Tax Plan Heads to House Floor VoteThe Ways and Means Committee approved trillions in new tax cuts, but some crucial issues are unresolved.
May 14, 2025
Here Are the Tax Bill's Winners and LosersThe rich, for instance, would dodge a tax increase and be able to pass more wealth to heirs.
May 13, 2025
Vanguard Shared Client Trades With Google and LinkedIn: LawsuitThe proposed class action involves consumers who use Vanguard's website or mobile app.
May 13, 2025
House Tax Package Could Allow for FSA-to-HSA RolloversThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.
May 13, 2025
2026 Social Security COLA Estimate Rises to 2.4%The projected COLA has risen again, but it’s still running slightly below the 2025 figure.
May 13, 2025
UnitedHealth CEO Change Means Higher 2026 Medicare Advantage PricesJohn Rex, the chief financial officer, had sobering comments about health care claims.
May 13, 2025
Citi to Sell Wealth Alternatives Platform to iCapitalThe platform represents more than 180 alternative investment funds that are distributed globally.