by ripaadmin | Apr 8, 2026 | In The News
The two firms are among the most prominent in the retail securities industry and financial advice market today. APR 07, 2026 By Bruce Kelly As it continues to face scrutiny over its penalties of broker-dealers and its overall role as a regulator, FINRA in the past few...
by ripaadmin | Mar 25, 2026 | In The News
A federal judge in February made the recommendation to deny Stifel’s motion to vacate. MAR 25, 2026 By Bruce Kelly Stifel Financial Corp. on Tuesday was denied its motion to vacate an $133 million arbitration claim it lost last year to clients, closing the...
by ripaadmin | Feb 1, 2026 | In The News
Kerry Hannon · Senior Columnist Sat, January 31, 2026 at 8:30 AM MST Now that filing season for 2025 taxes is underway, it’s time to get a leg up on next year’s return. That’s especially true for retirees. As much as you might like to put a hold on thinking...
by ripaadmin | Jan 26, 2026 | In The News
By Tobias SalingerJanuary 22, 2026, 3:40 p.m. EST4 Min Read There are 1,600 fewer stock and bond funds than only a decade earlier, and lower fees are increasingly driving outperformance in those investments, a Morningstar study concluded. Since “fee...
by ripaadmin | Jan 12, 2026 | In The News
Elijah Nicholson-Messmer December 29, 2025 For decades, fixed withdrawal strategies like the 4% rule have served as a cornerstone of retirement planning, offering a simple, linear roadmap for decumulation. New research from J.P. Morgan suggests that the static...
by ripaadmin | Dec 8, 2025 | In The News
November 21, 2025 • Joseph B. Darby III Going into the 2024 presidential election, the conventional wisdom and received knowledge of the chattering classes, when asked whether or not it was smart to convert a regular IRA into a Roth IRA (the “Roth Conversion...
