Sifma Is Requesting The SEC Update Communication Rules For Regulated Firms
What a difference a year—and an election—can make. Just last fall, the Securities and Exchange Commission was hammering major brokerage firms.
White House Economic Advisor Hassett Says Shutdown Could End This Week
Top White House economic advisor Kevin Hassett on Monday predicted the government shutdown is “likely to end sometime this week.”
Wells Fargo Advisors Is Rolling Out A New 2026 Compensation Plan
Wells Fargo Advisors is rolling out two new incentive programs as part of its 2026 compensation plan.
Orion's New Brand Reflects $5 Trillion Victory Lap
Orion announced today a refreshed visual identity that reflects the company’s innovation, momentum, and commitment to
SMArtX Launches Automated Tax Loss Harvesting Enhancements for Scaled Execution
SMArtX Advisory Solutions ("SMArtX"), a leading platform for enterprise managed accounts technology, today announced major enhancements to its Tax Loss Harvesting tool, enabling advisors and firms to execute tax loss harvesting at scale with automation, accuracy, and ease.
Tax loss harvesting, often a resource intensive and manual task for wealth managers, is now streamlined through SMArtX's automation. The updated tool allows firms to optimize tax efficiency across households and individual accounts, while freeing advisors to focus on delivering meaningful client outcomes.