Matthew Sellers

Matthew Sellers
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"Our glass is half empty" — why your clients are worried
RETIREMENT PLANNING JUL 26, 2023
"Our glass is half empty" — why your clients are worried

It's not just older workers who are concerned about their ability to save for retirement.

Lenders announce merger as shockwaves from SVB collapse rumble on
RIA NEWS JUL 26, 2023
Lenders announce merger as shockwaves from SVB collapse rumble on

Two California-based banks reach agreement.

In surprise announcement, IRS says it will stop unannounced tax visits
REGULATION AND LEGISLATION JUL 24, 2023
In surprise announcement, IRS says it will stop unannounced tax visits

Knock, knock, who’s there? Not the IRS anymore — at least not without an appointment.

Trump-linked SPAC to pay $18M fine to SEC over 'material misrepresentations'
REGULATION AND LEGISLATION JUL 21, 2023
Trump-linked SPAC to pay $18M fine to SEC over 'material misrepresentations'

Share price soars on news.

Goldman Sachs, Morgan Stanley and others spend $1 billion on redundancies
PRACTICE MANAGEMENT JUL 21, 2023
Goldman Sachs, Morgan Stanley and others spend $1 billion on redundancies

More job cuts to come, meanwhile JPMorgan is hiring.

Charles Schwab results are in — and they're down
RIA NEWS JUL 18, 2023
Charles Schwab results are in — and they're down

'Significant near-term headwinds' hit the giant financial company in the bottom line.

Exec charged over JPMorgan fraud case
REGULATION AND LEGISLATION JUL 17, 2023
Exec charged over JPMorgan fraud case

$175 million sale snares another defendant with charges of securities fraud, wire fraud and conspiracy.

Biden unveils new student debt forgiveness plan  
REGULATION AND LEGISLATION JUL 14, 2023
Biden unveils new student debt forgiveness plan  

After being shot down by the Supreme Court, the administration has unveiled a revamped plan that could benefit more than 800,000 borrowers.

Charles Schwab announces TD Ameritrade data breach
FINTECH JUL 14, 2023
Charles Schwab announces TD Ameritrade data breach

Tens of thousands of clients could have been affected by huge attack resulting from vulnerabilities found in MOVEit file transfer software.

Hightower Advisors gains HNW tax advantage through strategic investment
RIA NEWS JUL 14, 2023
Hightower Advisors gains HNW tax advantage through strategic investment

The deal will enhance the Chicago-based firm's tax advisory services for high-net-worth and business clients.