SEC's Gensler Steps Up Push to Get Crypto Exchanges to Register
By Lydia BeyoudHe has asked agency staff to work with digital-asset exchanges so that they are "regulated much like securities exchanges."
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
July 28, 2022
House-Passed H.R. 3962 Would Ease Online NotarizationsThe bill could make completing some types of life and annuity transactions online simpler.
July 28, 2022
Rich Wall Streeters Face Shock Tax Hike While Rest of Wealthy EscapeSenator Joe Manchin supports ending the carried interest tax break and increasing IRS audits but has rejected raising the $10,000 SALT deduction.
July 28, 2022
New Tax Deal Is a Bill the Markets 'Can Live With': Valliere"No one in Washington — including us — saw this coming," said Greg Valliere, chief U.S. Policy Strategist for AGF Investments.
July 28, 2022
10 Strategies for Growing Your Business: NatixisOne key issue for advisors is managing client expectations, a survey of 2,700 financial professionals found.
July 28, 2022
How to Help Nervous Clients NowInvestors don't want wishy-washy conversations about the markets; they want to stress test their portfolios.
July 28, 2022
The 3 Top Issues at Industry Events NowFinancial-services conferences are shining a spotlight on the importance of social media and supervising electronic communications.