Independent financial advisors may soon be able to retain and reinvest a greater percentage of their practice's revenue. A coalition of broker-dealers and industry trade groups has asked Congress to ...

Another proposal under consideration would make changes to the capital gains tax, in case of an estate tax repeal, such as the elimination or modification of the step-up approach, in which inherited ...

During his tenure, the CFPB issued rules limiting overdraft fees and barring credit rating agencies from including medical debt on credit reports, and brought a lawsuit against J.P. Morgan Chase, Bank ...

The Americas wealth unit posted $2.9 billion in total revenues in the fourth quarter, a 14% increase year-over-year, and its profit before tax in the fourth quarter of 2024 was $214 million, up $129 ...