DeSantis unleashes ‘Florida DOGE’ in quest to kill property taxes
To help fund the proposal, the governor and Florida’s finance chief are probing municipal finances on a “local government accountability…
Edward Jones job cuts and buyouts hit 811 employees
Edward Jones’ job cuts and overall realignment internally are contributing to higher costs for the company, it said in its…
Advisor moves: LPL nabs $715M team from Cetera’s Avantax community
Meanwhile, Fifth Third’s RIA arm adds a former billion-dollar BNY trio in Boulder, Colorado, while a hybrid RIA opens a…
Tax compliance costs US economy over $536B, Tax Foundation finds
Analysis highlights swelling out-of-pocket costs and wasted time on paperwork, with an outsized toll on businesses and around crypto transactions.
InvestmentNews’ 2025 Women to Watch Awards: The secret to success
“It’s about connecting with the client and supporting the client and their needs specifically and giving them financial confidence to…
Lisa Cook sues Trump over move to oust her from Fed board
The lawsuit filed in federal court in Washington seeks to nullify the president’s termination announcement, which cited an “unsubstantiated allegation…
Raymond James taps Allianz alum in continued push into ETF space
The appointment to its investment management arm comes roughly a year after the firm first announced plans to launch its…
RIA custodian Altruist weighs potential referral network
“That’s something we aspire to do, to build out a referral network,” Altruist CFO Marc Greenberg told InvestmentNews, though the…
Another former wirehouse leader – Wells Fargo’s Jim Hays – lands in RIA world
RIAs like IFC Advisors directly compete against firms like Wells Fargo Advisors for financial advisors.
Great wealth transfer is not just about money, says Edward Jones’ Lewandowski
With trillions of dollars in transit, HNW expert sees a bigger picture.