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One state has both, according to the Tax Foundation.      Related StoriesTrump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?Trump's Election and Tax Planning: What's an Uncertain Client to Do?12 New Findings on Spending in Retirement 

Morningstar's Ben Johnson called the connection between the new funds and early retirement "a marketing tactic."       

The BD inadvertently deleted 14,000 records, violating Reg BI, FINRA says.      Related StoriesTrump's Win Made States' New Annuity Sales Rules a Big DealSchwab to Consider More DealsProminent Wall Street Bear Sees Stocks Booming in 2025 

The aim of the deal is to challenge Schwab and Fidelity in the fast-growing wealth management space.      Related StoriesSchwab to Consider More DealsProminent Wall Street Bear Sees Stocks Booming in 2025Trump's Win Made States' New Annuity Sales Rules a Big Deal 

For individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.      Related StoriesSchwab to Consider More DealsProminent Wall Street Bear Sees Stocks Booming in 2025Trump's Win Made States' New Annuity Sales Rules a Big Deal 

Labor wants to make the database live by Dec. 29.      Related StoriesSchwab to Consider More DealsProminent Wall Street Bear Sees Stocks Booming in 2025Trump's Win Made States' New Annuity Sales Rules a Big Deal 

The Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.      Related StoriesSchwab to Consider More DealsProminent Wall Street Bear Sees Stocks Booming in 2025Trump's Win Made States' New Annuity Sales Rules a Big Deal 

A flurry of activity at the SEC and other agencies is more likely, a compliance consultant says.      Related StoriesGensler Makes Final Pitch on SEC Crypto RulesSchwab to Consider More DealsProminent Wall Street Bear Sees Stocks Booming in 2025 

Berkshire Hathaway's cash allocation is at a 35-year high, the Crossmark prognosticator notes.      Related StoriesProminent Wall Street Bear Sees Stocks Booming in 2025Schwab to Consider More DealsTrump's Win Made States' New Annuity Sales Rules a Big Deal 

Noting the Ameritrade acquisition and the firm's Dynasty stake, Schwab's leaders say they'll keep looking for opportunities.      Related StoriesProminent Wall Street Bear Sees Stocks Booming in 2025Trump's Win Made States' New Annuity Sales Rules a Big DealChicago Nixes Property Tax Hike 

Pru plans to shift 2,800 financial professionals to the LPL platform from a Fidelity unit's systems.      Related StoriesTrump's Win Made States' New Annuity Sales Rules a Big DealProminent Wall Street Bear Sees Stocks Booming in 2025Chicago Nixes Property Tax Hike 

If you've been advised to sell to your favorite people, fear not: You're helping them meet real needs.      Related Stories12 New Findings on Spending in RetirementHow the World's Biggest Fortunes Have Grown Since Trump's Election12 Cities Where Social Security Runs Out Fastest 

The $765 million fund has a new name — the BlackRock International Dividend Active ETF.      Related StoriesTrump's Win Made States' New Annuity Sales Rules a Big DealChicago Nixes Property Tax HikeGensler Makes Final Pitch on SEC Crypto Rules 

Enrolling in the right coverage is complicated. You can help.      Related StoriesMedicare Part B Premium to Climb 5.9% in 2025Bipartisanship Is Alive and Well in the Retirement ArenaMedicare Market Turmoil Boosts Shopping 

For these clients, knowing when to keep a policy and when to sell it could help the bottom line.      Related StoriesOptimizing Medicare DecisionsBipartisanship Is Alive and Well in the Retirement Arena