6 Reasons Recurring DAF Donations Beat Lump Sums
By John ManganaroWhile many fund owners are making smaller repeat gifts and big responsive donations, most charities prefer the former.
July 23, 2025
Janus Launches New ETF as Investors Chase High Quality DebtThe Janus Henderson Asset-Backed Securities ETF will buy ABS with investment-grade ratings.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.
July 23, 2025
Ex-Schwab Rep Hid Profit-Sharing Agreement With Client: FINRADaniel Michael Roper made more than 20,300 trades in exchange for a cut of the profits, the regulator says.
July 23, 2025
Morgan Stanley Faces FINRA Probe on Client Vetting: WSJThe probe includes a request for information on U.S. and international clients of the firm’s wealth unit.
July 23, 2025
Advisor Fined for Impersonating Clients on CallsNo clients were harmed, Chad Rogers of Oklahoma told FINRA.
July 23, 2025
Crossmark, Bob Doll Launch 2 Active ETFsThe faith-based investment management firm cited investor demand for active, transparent funds focused on values.
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.