IRAs maintained their dominance, while DC plans rose modestly in the fourth quarter and mutual funds continued to anchor account-based savings.
The proposal by Warren and dozens of other lawmakers would add a 2% annual levy on net worth above the threshold, plus an extra surtax for billionaires.
As withdrawals rise and fundraising cools, the debate is shifting from returns to redemption mechanics – and whether today’s guardrails can allay or aggravate investor unease.
Regulator says Avinesh Shankar used electronic signature software to submit 115 annuity applications tied to 64 customers.
New IRS data hold lessons for proposals to tax the wealthy in California, New York and other Blue states.
A new charter could help advisors keep more client cash on-platform as the Swiss firm tries to reverse recent outflows and recruit in an active market.
Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices.
Research from CFP Board and Empathy suggests many Americans hide everyday cost stress and delay legacy planning, creating blind spots advisors may need to surface.
TAMP's total Series C funding reaches $80.5 million as the Wall Street giant joins Apollo, BlackRock and JPMorgan as minority investors.
Assets from UHNW households are growing 25% faster than the broader high-net-worth space – but serving them demands capabilities beyond portfolio management.
