Melanie Waddell

What You Need To Know Under newly proposed regs, employers offering catch-up contributions wouldn't be required to offer the new supersize option for 60- to 63-year-olds.

What You Need To Know The Names Rule was amended in 2023. ICI hopes the FAQ will help to resolve some of the interpretive questions when the rule was amended.

These taxpayers now have until Oct. 15 to file various federal individual and business tax returns and make tax payments, the agency said.

For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.

What You Need To Know The rep was suspended for five months and ordered to pay more than $27,000 in restitution.

What You Need To Know Wells Fargo Advisors and Merrill Lynch offered bank deposit sweep programs (BDSPs) as the only cash sweep option.

Scott Mason misappropriated $20 million from 13 clients, according to the SEC.

Republican Commissioner Mark Uyeda has been named the acting chairman of the Securities and Exchange Commission, President Donald Trump announced Sunday.

What You Need To Know The Wall Street trade group expects the Trump administration to take a far different approach to rulemaking, which “we would view as positive,” CEO Ken Bentsen says.

Tax revenue grew faster than expected, but it's complicated, the Committee for a Responsible Federal Budget says.