Tracey Longo

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New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

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The Social Security Administration said the bill would keep the program solvent through 2054.

GOP Senate Bill Seeks To Block SEC Rules On Advisor AI Use

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Sen. Ted Cruz called the SEC's proposal a "war on technology."

Advisors Reveal Strategies For Holding Onto Next-Gen Clients

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Telling the kids what you did for their parents isn't good enough, they say.

Politics, Taxes Driving Homebuyer Decisions, Redfin Says

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More people are moving into and out of states for political reasons, the brokerage says in a new study.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Congressional Bill Would Ban Mandatory Arbitration For Advisor, Broker Clients

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Under the legislation, investors would have the right to choose between arbitration and court action.

Investor Advocate Groups Unite To End Forced Arbitration In RIA Biz

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The groups have formed a coalition to upend a dispute resolution system they say is "stacked against investors."

CFPs Outearn Other Planners By 12%, Study Finds

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Advisors with CFP certificates earned $23,820 more per year than their non-certified peers, a CFP Board study found.

FSI Could Ramp Up Another Suit Against DOL Fiduciary Rule

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The trade group's president said its appeals to the Department of Labor have fallen on deaf ears.

FSI Asks SEC To Police “Regulation By Enforcement”

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New white paper asks regulator to create policies and internal audits to eliminate unfair practices.

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