The Social Security Administration has introduced 10 new charges for non-benefit services like record verification.
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October 4, 2026
JPMorgan Formed Athlete Council for Financial PlanningThe bank launched a council featuring star athletes to address the high bankruptcy rates seen among retired professional players.
October 3, 2026
IRS Advisor Appointed Amid Program ExpansionJoseph Velli joins the leadership team managing Trump Accounts as the federal savings program prepares for wider enrollment.
October 2, 2026
Century House Launched Family Strategy Diagnostic ToolThe new platform offers tools to help households document values and pass wealth to the next generation.
October 2, 2026
Elliott Davis Acquired Philadelphia Firm Equify AdvisorsThe firm expanded its digital consulting practice by adding 36 employees from the NetSuite partner.
October 2, 2026
U.S. Government Released New Financial Literacy StrategyThe 2026 update identifies four priority areas to help households build knowledge for making informed money decisions.
October 2, 2026
FourLeaf Credit Union Partnered with HerMoneyThe collaboration aims to provide new financial planning resources tailored specifically to women.
October 1, 2026
NFL Referee Manages Wealth Management PracticeShawn Hochuli balances his role officiating football games with managing $500 million in client assets for his firm.
October 1, 2026
CFP Board Elected Three New Directors to GovernanceThe leadership change affects the board overseeing 110,000 certified financial planners across the United States.
October 1, 2026
Steward Partners Added Adviser Teams With $2.2B in AssetsSix new advisory groups joined the firm during the third quarter of 2026, shifting their client management infrastructure.
October 1, 2026
Financial Planning Association Launched PlannerSearch ToolThe new directory matches users with advisors based on life events and financial goals rather than just location.
