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Quarterly To Semiannual Reporting Could Reshape The Investment Landscape
The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s
What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse
(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video
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Big tech is great but advisers are sweating the small stuff, says NextWealth
Digital systems have proved invaluable during the pandemic but greater use of technology is currently not saving advisers time or money.
How Advisors Can Capture "Decentralized" Finance
As more and more consumers tap into services like digital banking and online investing, it’s clear the decentralized finance movement is here to stay.
Hedge Funds Risk Biden-Era Closing of Money-Laundering Loophole
Private-equity and hedge funds face an increased risk that the U.S. will close a longstanding money-laundering loophole for assets they manage.
IRS Mistakenly Tells 109,000 Taxpayers It Held Back Stimulus Payments To Offset 2007 Taxes
Got a CP21C letter from the Internal Revenue Service about the stimulus payment(s) you’re waiting for? It’s a mistake.