The CFP Board has convened a new AI Working Group to address the technology’s place in…
Tag: Politics and policy
New generation of crypto ETFs edge closer to reality after SEC scrutiny
U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their…
Advisor confidence rising, but still underwater overall
Financial advisors’ confidence levels have continued to rebound but remain in the red overall. That’s the…
SEC’s crypto confusion deepens as next-gen ETFs test limits
A new line of yield-chasing crypto funds is forcing the Securities and Exchange Commission to confront…
How tax and tariff questions are leaving investors in limbo
Even after the biggest May jump in 35 years for the S&P 500, investors’ understandable confusion…
Trump’s tax bill offers wins, and a major loss, for advisors
Groups representing the wealth management industry are celebrating after the House narrowly passed a Republican-backed tax…
IRS backs off Biden rule on partnership basis shifting
An IRS proposal to drop a Biden administration rule targeting basis-shifting strategies by complex partnerships is…
SALT, Tips and Auto Loans: A Guide to the House GOP Tax Bill
House Republicans’ release of the tax provisions in their massive fiscal bill provides a crucial initial…
How wealth firms do revenue sharing in 2025
Asked how the industry practice of revenue sharing served their clients’ best interest, nine of the…
Advisor confidence rebounds slightly from all-time lows
After reaching new lows last month, financial advisors’ confidence levels have rebounded slightly but remain generally…