A new bill, The Application Fees as Eligible Expenses (FEES) Act, would permit fees for admissions applications to higher education institutions to be paid from a 529 plan.

The lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.

To identify the most neighborly U.S. cities, Redfin researchers looked at individual cities within each of the top 75 U.S.

Conventional wisdom, as the panel noted, says that typical Americans will see their income tax rate fall in retirement, and that motivates many to use 401 (k) plans and traditional individual ...

New legislation, the Maintain Access to Vital Social Security Services Act of 2025, would require the Social Security Administration to give lawmakers and the public 180 days' notice before shuttering ...

The Centers for Medicare and Medicaid Services has raised questions about whether it wants to keep the Medicare Advantage plan program in place in 2027, by proposing that it increase the underlying ...

Other updates "from the Secure Act, Secure 2.0, and even the now old CARES Act for Covid relief provisions may still need to be updated in the custodial documents," Slott added. Operational Compliance ...

They see annuities as a fixed income option with a guarantee twist, and they would prefer to see clients invest in contracts ...

Everyone wants to feel they are important. When you get this message across in your conversations and actions over time, they ...

Buckingham, whose firm, Kovitz, officially joined Focus Partners Wealth on Jan. 1, seeks out beaten-up stocks that have been relegated to the doghouse. This year, he sees bargains galore and robust ...

So far, AdvizorPro and Muriel Consulting report, LPL has seen about a 23% reduction in Commonwealth advisor headcount. Other report highlights show that two-thirds of departing advisors remained ...