Find the latest industry news below.

  • Advisors See M&A Surge in 2025: DeVoe
    on February 21, 2025 at 9:14 pm

    Growth is the chief motivator for sellers, whether they are considering a full exit or partial stake, a survey found.       

  • Arta Expands Services to Help Advisors Manage Their Own Wealth
    on February 21, 2025 at 9:13 pm

    Finance professionals including advisors, analysts, portfolio managers and brokers face distinct challenges in managing their personal investments.      Related StoriesBill to Halve Estate, Gift Tax Is BackFranklin Templeton Launches Crypto Index ETFVanguard's VOO Overtakes State Street's SPY as World's Biggest ETF 

  • How to Get an Accurate RIA Valuation, Then Triple It
    on February 21, 2025 at 9:10 pm

    Each RIA is unique, but there are proven strategies for boosting enterprise value, FP Transitions' CEO says.      Related StoriesHow Raymond James Smashed Recruiting and Profit GoalsRetraining Advisors to Become 'Personal CFOs'Buffers Are In, Fee-Slashing Is Out, and More ETF Predictions for 2025 

  • Bill to Halve Estate, Gift Tax Is Back
    on February 21, 2025 at 9:08 pm

    It's a big drop, but the bill wouldn't substantially reduce tax revenue, says Jeff Bush.      Related StoriesFranklin Templeton Launches Crypto Index ETFVanguard's VOO Overtakes State Street's SPY as World's Biggest ETFSenate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt Limit 

  • Debate: Should Income Restrictions on Roth IRA Contributions Be Eliminated?
    on February 21, 2025 at 6:34 pm

    Taxpayers can use a “backdoor strategy of funding a traditional IRA and converting those funds to a Roth.      Related StoriesWhat Trump's Tax Policies Could Mean for ClientsTwo Big Things We Still Don't Know About 529 Plan to Roth IRA RolloversSlott, Levine: How to Avoid a Potential Inheritance Nightmare 

  • Franklin Templeton Launches Crypto Index ETF
    on February 21, 2025 at 6:29 pm

    The Franklin Crypto Index ETF (EZPZ) offers exposure to bitcoin and ether price movements.      Related StoriesSEC X Account Hack Over Bitcoin ETF Post Leads to Guilty PleaVanguard's VOO Overtakes State Street's SPY as World's Biggest ETFSenate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt Limit 

  • 12 States With the Highest Top Income Tax Rates: 2025
    on February 21, 2025 at 4:38 pm

    Some jurisdictions want more than 10% of the earnings over a certain threshold.      Related StoriesThe Best Robo-Advisors in 5 Categories: Q4 20248 Investing Trends to Watch in 202512 States With High Household Wealth 

  • Senate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt Limit
    on February 21, 2025 at 4:29 pm

    The Senate voted 52 to 48 to adopt a budget that would permit $340 billion in new spending.      Related StoriesCEO of John Hancock's Parent Talks About Volatility FearsSocial Security Head Refutes Claim That Millions Over 100 Are Collecting BenefitsJackson Still Has Too Much Money 

  • CEO of John Hancock's Parent Talks About Volatility Fears
    on February 21, 2025 at 4:20 pm

    Manulife should be ready to navigate a challenging environment, Roy Gori says.      Related StoriesSocial Security Head Refutes Claim That Millions Over 100 Are Collecting BenefitsJackson Still Has Too Much MoneyMorningstar to Shut Down Its Office Platform for Advisors 

  • Vanguard's VOO Overtakes State Street's SPY as World's Biggest ETF
    on February 21, 2025 at 5:18 am

    The Vanguard S&P 500 ETF has raked in some $23 billion so far in 2025.      Related StoriesSenate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt LimitCEO of John Hancock's Parent Talks About Volatility FearsSocial Security Head Refutes Claim That Millions Over 100 Are Collecting Benefits 

  • What Trump's Tax Policies Could Mean for Clients
    on February 20, 2025 at 10:33 pm

    Several proposals could affect planning priorities for the near and long term.      Related StoriesNo, Social Security Is Not Rife With FraudDebate: Does the U.S. Benefit From Trump's Tariffs? 

  • 10 Things on Wealth Managers' Minds Now
    on February 20, 2025 at 9:51 pm

    Executives are thinking about growth, strategy and succession, but tech rules it all, a new survey finds.      Related StoriesThe Best Robo-Advisors in 5 Categories: Q4 20248 Investing Trends to Watch in 202512 States With High Household Wealth 

  • Judge Gives DOL 60 Days to Mull Fiduciary Rule Appeal
    on February 20, 2025 at 9:09 pm

    Labor must decide whether to continue the Biden administration's fight for the 2024 Retirement Security Rule.      Related StoriesCEO of John Hancock's Parent Talks About Volatility FearsSocial Security Head Refutes Claim That Millions Over 100 Are Collecting BenefitsJackson Still Has Too Much Money 

  • Social Security Head Refutes Claim That Millions Over 100 Are Collecting Benefits
    on February 20, 2025 at 8:47 pm

    Many records do not contain a date of death, says Lee Dudek, the agency's acting commissioner.      Related StoriesJackson Still Has Too Much MoneyMorningstar to Shut Down Its Office Platform for AdvisorsFidelity Launches Two All-ETF Model Portfolio Lines for Wealth Managers 

  • Two Big Things We Still Don't Know About 529 Plan to Roth IRA Rollovers
    on February 20, 2025 at 8:34 pm

    Advisors and clients continue to seek IRS guidance on this helpful savings option.      Related StoriesSlott, Levine: How to Avoid a Potential Inheritance NightmareThis Secure 2.0 Quirk Could Stop High Earners' Retirement Catch-Up ContributionsNo, Social Security Is Not Rife With Fraud