Why We're Enhancing Our Focus on Recruiting Momentum
By Janet LevauxWe're broadening coverage of this topic to help advisors make well-informed decisions about switching firms.
April 18, 2025
Schwab-TD Ameritrade Antitrust Case Settled, Notification Process UnderwayOver 25.5 million customers were to receive settlement notifications, a court document indicates.
April 18, 2025
Trump Studying If Removing Powell Is Option, Hassett SaysMeanwhile, Trump reiterated his call for Powell to lower interest rates at an Oval Office event on Friday.
April 18, 2025
Raymond James Launches Proprietary AI Search ToolThe tool lets advisors search the firm’s internal knowledge base and receive precise, tailored information.
April 18, 2025
Mariner and Vanilla Strike Estate Planning DealThe arrangement gives all of the $560 billion RIA’s 700-plus advisors access to the tech firm's platform.
April 18, 2025
Schwab and Others Bet on Tax-Savvy ETFsAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
April 18, 2025
Why SALT Cap for Some High Earners Gets Special Focus in CongressRepublicans are on track to raise the $10,000 cap on the state and local tax deduction.
April 18, 2025
SEC Pushes Back on DOGE Access to Some Agency DataEliezer Mishory, who's leading the DOGE team at the SEC, requested staff emails, personnel data and contracts.