10 Questions You Might Get at Holiday Parties This Year

Published on November 25, 2025

The right answers leave potential clients impressed. The wrong ones can make you sound like a jerk.

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New Bill Expands 529 Plans to Include Child Care Costs

November 25, 2025
The Early Education Savings Program Act allows account funds to be used at state-licensed facilities.      Related StoriesEx-Wells Fargo Rep Violated Reg BI With Options: FINRABenefits Law Specialist Calls for All 401(k) Plans to Add AnnuitiesFidelity RIA Exec to Depart

$1B Broker/Dealer Dempsey Lord Smith Moves to Cambridge

November 25, 2025
Founder and CEO Jerry Dempsey is dropping the firm’s broker/dealer status to partner with Cambridge on the thesis that running a broker/dealer is “no longer required” for growth and scale.