A mass transfer is used to systematically transfer individuals and branch offices from one firm to another firm after a merger, acquisition, succession or consolidation. Nov. 25, 2026, is the last day firms can request a mass transfer this year. There will be a moratorium on mass transfer processing from Dec. 18, 2026, through Jan. 1, 2027.
There are plenty of free net worth trackers on the internet. For most of them, you enter the value of your assets and liabilities, and the calculator does the simple math to show you how much you’re worth. The best net worth calculators, however, do far more than simple math. They enable you to connect…
A new album drops. You hear about it before you’ve even had your coffee. So you slide into the driver’s seat, grab your phone, and start hunting for that one song everyone’s raving about. Here’s the catch: That 10-second search might be the most dangerous thing you do all day. A study says the days…
Mortgage rates fell a little today on a combination of good economic news: lower inflation and lower oil prices. These forces have a positive effect on the bond market, which in turn affects mortgage rates. The average interest rate on a 30-year, fixed-rate mortgage ticked down to 6.53% APR, according to rates provided to NerdWallet…
For scale, Canada’s entire federal deficit came to $36.3bn in the fiscal year ended March 31, 2025, an improvement from $61.9bn a year earlier, the Department of Finance Canada reported in its annual financial report. Washington’s shortfall for the single month of July ran more than 10 times Ottawa’s full-year gap. Calendar timing inflated the American number. …
The Securities and Exchange Commission isn’t just asking registered investment advisors whether they use artificial intelligence. Examiners increasingly want firms to prove they know exactly how employees are using it—and who is watching them. Recent SEC examination requests have sought details about firms’ internal AI oversight, including whether they have AI committees and…
Transamerica Corp. and Advo(k)ate Advisors, a branch office of Osaic Wealth Inc., announced Monday the launch of the Advo(k)ate Nexus Pooled Employer Plan. Transamerica Fiduciary Services is the pooled plan provider, Transamerica Retirement Solutions is the PEP’s recordkeeper and administrator, and Transamerica Trust Co. serves as custodian and trustee. Advo(k)ate Advisors is the PEP’s 3(38)…
