Tax Foundation analysis highlights biggest OBBBA beneficiary states, counties
The policy research institution calculates thousands in tax cuts for Washington, Wyoming, and Massachusetts residents on average, with milder reductions…
How RIAs can strengthen cybersecurity compliance
Find out how recent changes in cybersecurity compliance rules impact how RIAs handle sensitive investor data
Bessent’s rate cut view defies Fed models, Deutsche Bank says
Strategists questioned the Treasury Secretary’s recent comments asserting that Federal Reserve policy overshoots models by more than a percentage point.
Meltdown of some Yieldstreet real estate funds raises eyebrows from financial advice industry
Yieldstreet real estate funds turned out to be far riskier than some clients believed them to be, according to CNBC.
RIA M&A activity hits record pace in H1 2025: Fidelity
The race to 100 transactions ended a month early this year, with April standing out as the most active month…
Advisor moves: Cetera swipes $600M advisor from B. Riley
Wells Fargo has also added more than $800 million in new AUM with recruitments from UBS, Osaic, and Merrill Lynch.
Trump tariffs get seal of approval as S&P affirms credit rating
Analysts at the rating agency offered a measured outlook, estimating that the deficit won’t persistently deteriorate even with recently legislated…
RIA moves: RWA makes M&A comeback with West Coast acquisition
Also, Merit has added an $860 million RIA to bolster its Texas presence while Concurrent’s asset management arm partners with…
US stock futures slip ahead of retail earnings: Markets Wrap
Investors are turning their attention to earnings from US consumer giants.
Trump administration in talks to take a 10% stake in Intel
Chipmaker’s recovery seen as helping win jobs and voters.