New Derivatives Bill Seeks to Rein in Wealthy Tax Dodgers
By Melanie WaddellThe bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 24, 2026
How Advisors Can Protect Clients In Cognitive DeclineExperts say being proactive before problems arise can help ensure retirement security.
April 24, 2026
AI-Themed ETFs Don't Make Sense for Most Clients, Analysts SayDozens of such ETFs exist, but fund experts say there are better options for AI exposure.
April 24, 2026
Boutique ETF Hits $1.5B in Just 10 DaysRoundhill Investments launched a fund called DRAM, which holds a handful of memory-chip stocks, earlier this month.
April 24, 2026
7 Things No Life or Annuity Prospect Has Ever Said Out LoudBut many prospects are thinking these things. You might want to talk about that.
April 23, 2026
Schwab Imposes New Account Curbs as Tax-Aware Strategies BoomSchwab is the latest brokerage to rein in long-short SMAs.
April 23, 2026
Federal Court Rules Against IRS Micro Captive Insurance RegulationThe judge found that the agency exceeded its statutory authority.