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Trump's Tax Bill Passes Senate
Published on July 1, 2025
The House is expected to vote on the bill this week, but success is not guaranteed.
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SEC in Talks to Raise AUM Threshold for Advisor Registration
June 30, 2025
Discussions are happening between the SEC and the states, sources say.
Mercer Acquires $1.1B Boston-Area RIA
July 1, 2025
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.