Senate Passes Bill to Help Taxpayers Fix Errors

Published on October 21, 2025

The IRS MATH Act would simplify notices informing taxpayers of mistakes on their tax filings.

       
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Are Your Clients 'Soft Switching' to a New Investment Account?

October 21, 2025
Investment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.      Related Stories10 New Life & Annuity Issuer Efforts to Get Your AttentionFP Alpha Launches NextGen Tax Insights ServiceSequoia Names New President, Chief Growth Officer

Rise Growth Takes Minority Stake in $4B Krilogy

October 22, 2025
The investment will allow Midwest-based Krilogy to beef up its M&A around succession planning, as the firm continues to develop young talent.