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.

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.

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 ...

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

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

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.

When layered atop a structured, multichannel marketing program — including email, direct mail, digital, and social media — trigger-based communications improve timing and relevance, helping to meet ...

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

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

The IRS posted one batch, which will shape how arrangements like estate taxes, gift taxes and long-term care insurance will ...

Nationwide is contributing to a mini boom in the long-term care planning market by introducing an annuity designed with LTC needs in mind. Clients who already have health problems may be able to ...