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Industry lawyers predict the next head of the Securities and Exchange Commission will try to be more accomodating of the ever-changing digital assets industry.
November 7 -
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.
November 7 -
At a minimum, president-elect Donald Trump can make two appointments to the Federal Reserve Board of Governors and choose new leadership. But more substantial changes could be in the offing.
November 7 -
Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.
November 6 -
The Internal Revenue Service may be facing steep cuts in its budget with the win on Tuesday night of President-elect Donald Trump.
November 6 -
Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.
November 6 -
Once a crypto skeptic, Trump corralled tens of millions of dollars in industry support for Republican candidates by promising to make America the Bitcoin superpower of the world.
November 6 -
A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.
November 6 -
After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
November 6 -
With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.
November 6BNY Pennsylvania and BNY Wealth