IRS Cuts Wait Times, Makes New Hires
E-Filing, New Hires The IRS said it has now scanned about 849,000 forms this year, including about 481,400 Forms 940,...
life insurance
BNY Mellon's Wealth Unit Names Next CIO
Grohowski has been CIO of BNY Mellon Wealth Management for 16 years and has over four decades of asset and wealth management...
New York Life Joins MOVEit Breach Notice List
What You Need to Know MOVEit is a tool that administration firms use to move large batches of data. The...
RIA Aims to Expand Access to UHNW Investments
Registered investment advisor NewEdge Wealth has launched NewEdge Investment Solutions, a platform the company said was designed to give third-party financial professionals and...
Tax Watchdog Says IRS Botched Oversight of Taxpayer Records
What You Need to Know A watchdog report alleges that many microfilm cartridges that contain key tax records and sensitive...
Ex-Vanguard CEO Joins VC Firm as Advisor
While joining the Altruist board in 2021, McNabb made an investment in the Los Angeles-based digital brokerage firm. Altruist provides custodial and clearing...
Life Settlement Firms Wrestle for Your Client's Policies
Abacus Life is trying to get a chance to buy your clients’ unwanted, in-force life insurance policies by setting up...
5 Questions Bob Doll Is Asking About Today's Markets
3. Is a recession inevitable? The global economic expansion will experience more ebbs and flows but “the end point is...
RIA Taps Ex-BlackRock Private Wealth Head for CEO Slot
“Building on our success to date, we believe this is the perfect moment for us to enhance our leadership team...
7 Things Life Insurers Are Saying About Indexed Annuities Now
The investment seas were just choppy enough in the second quarter to be great for sales of indexed annuities —...
