OBBBA impact on charitable donation strategies
Intense Life Desires Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether...
September 11, 2025
An Uncommon Life in Reselling: Meet Shannon Jean
When asked, Shannon Jean will tell you he talks for a living—that he’s someone who...
Octopus advice proposition adds Harry Potter-themed AI assistants
The new AI assistants (nicknamed Harry, Ron and Hermione by the team) will enable advisers...
DOL takes Morgan Stanley’s side on advisor deferred comp
The Department of Labor has weighed in on Morgan Stanley’s side in a dispute over...
Stock futures gain as traders bet August inflation increase won't derail Fed rate cut next week: Live updates – CNBC
Stock futures gain as traders bet August inflation increase won’t derail Fed rate cut next...
Treasury Committee criticises govt over ISA reform
Dame Meg Hillier MP, chair of the Treasury Select Committee The Treasury Committee has criticised...
B2B Resale Insider: Consumer Electronics 2025
The secondary market is evolving — and today’s top-performing retailers and brands are using data‑driven...
SmartAsset studies international RIA registrations
There are only about 1,200 registered investment advisory firms that have filed with both the...
S&P 500, Nasdaq Records; Dow Slips; PPI Inflation Report; Oracle, Nvidia, UnitedHealth, GameStop, More Movers
The market rally slowed on Wednesday with most stocks ending the day lower–yet the S&P...