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Proposed Rules Will ‘Devastate’ Financial Advisors

New Jersey’s proposed independent contractor rules will devastate independent advisors in the state, the FSI maintains.

NASAA Seeks Comments on Advisor Marketing Rule

NASAA is proposing the changes so that its rules more closely align with the SEC investment adviser marketing rule.

BlackRock, Others Lose Bid To Dismiss Texas Climate Collusion Lawsuit

The lawsuit is among the highest-profile cases targeting efforts to promote environmental, social and governance goals.

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

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