Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Second Tax Bill Could Bring 'Rothification' of Retirement Plans
By Melanie WaddellThis may be a long-term benefit for investors but also serves Washington’s interests, legislative expert Jeff Bush says.
July 23, 2025
House Passes 2 SEC BillsUnder the bills, the SEC would create a senior investor task force and update its small business definition.
July 23, 2025
New Trump Tax Breaks Raise Big QuestionsStaff cuts are complicating efforts at Treasury and IRS to put intricate new policies into action.
July 22, 2025
House Passes Accredited Investor Bill Calling for FINRA ExamThe bill would let individuals take an exam in order to qualify for private investment opportunities.
July 21, 2025
Trump Tax Law to Add $3.4T to Deficits: CBOThe figure reflects a $4.5 trillion drop in revenues and a $1.1 trillion decline in spending through 2034.
July 21, 2025
6 Ways Estate Planning Can Boost Practice GrowthA new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.
July 21, 2025
New Bill Aims to Give Retirement Plans to 56 Million WorkersSen. Bernie Sanders’ Pensions for All Act would provide coverage to those without employer-sponsored retirement plans.
July 18, 2025
Trump Signs Stablecoin Bill, Delivering Win for Crypto IndustryThe passage marks a turnaround for an industry Trump once treated with skepticism but grew to champion.