The Senate passed Tuesday afternoon the Internal Revenue Service Math and Taxpayer Help (IRS MATH) Act, bipartisan legislation to simplify notices informing taxpayers of mistakes on their tax filings.

Sequoia Financial Group, a $30 billion hybrid RIA firm, has announced plans to appoint Annie McCauley as its new president, taking over from Tom Haught effective Jan. 1. McCauley will be responsible ...

A team at John Hancock and researchers at MIT's AgeLab has come up with a possible solution, on the way to developing an ...

The agency's handling of off-channel communications was "not the way a regulator should act," Paul Atkins said.

An advisor who left Sweet Financial Partners, which the group acquired, is soliciting Sweet clients, according to a lawsuit.

While the Securities and Exchange Commission's texting crackdown hit a fever pitch during former Chairman Gary Gensler's term ...

Teresa Rasmussen, the Washington-based trade's 2026 chair, is the president and chief executive officer of Thrivent, a Minneapolis-based life, annuity and long-term care insurance provider.

A new Vanguard report paints a worrying picture of the generation’s prospects for a stable retirement lifestyle.

The newly minted “Trump accounts” from the recent tax and spending megabill have generated a significant amount of interest among parents looking for the most effective college savings options for ...

HSAs' tax benefits and widespread adoption of high-deductible health plans continue to drive growth, the researcher reports.

Clients may sell securities at a loss for various reasons, including rebalancing portfolios and, especially as year-end ...

Malibu Life Holdings announced Tuesday that it has agreed to pay Mutual of America $45 million to acquire Mutual of America's TruSpire Retirement Insurance subsidiary.