Advisors, Take Note: SEC Rule Revamps Are on the Way
By Melanie WaddellThe agency's just-released Reg Flex agenda for 2026 includes several hot-button issues for advisors.
July 10, 2026
NYC Lawyers Slam Pied-a-Terre Tax as a 'Half-Baked Money Grab'The new tax is being implemented rapidly in part to generate revenue to balance the city's budget.
July 10, 2026
Is Buying a Home Still the Way to Wealth? Some Young Americans Aren't SureHomes are seen as a worse investment for first-time buyers today because wages haven't kept up with surging prices and ownership costs.
July 10, 2026
JPMorgan Builds AI Agents That Beat 60/40 Model in BacktestsThe results come with an important caveat: They are based on historical simulations rather than live investing.
July 10, 2026
AI Has Positive Influence on the Industry, Advisors SayClients are arriving at meetings better informed, often with perspectives shaped by digital tools, a survey finds.
July 09, 2026
IRS Rolls Out Automatic First-Time Penalty ReliefTaxpayers qualify if they have filed and paid on time for the past three years.
July 09, 2026
Why HNW Prospects Trust Advisors Who Don't Need the SaleWhen they sense you aren't sweating the outcome, you come across as competent, secure and worth listening to.
July 09, 2026
FIDx Preparing for 'Insurance Overlay' BoomRich Romano says bolt-on income spigots will give insurers access to huge new pools of assets.