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President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.
March 8 -
The agency's potential retirement regulation got slammed at a congressional hearing and in thousands of industry-driven form letters calling for its withdrawal.
January 10 -
Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.
January 4 -
One side hurled accusations of "scare tactics." The other complained of "regulatory overkill." On Day 1, the debate over a new retirement regulation got off to a dramatic start.
December 12 -
The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.
November 14 -
While academics and supporters of the "retirement security rule" proposal say the administration's numbers are valid, critics reject them. Here's what we know.
November 14 -
Acting Secretary of Labor Julie Su, President Biden and the AARP unveiled a major new potential regulation last week. Here's a sampling of what's in it.
November 7 -
From politics to practice management and a variety of planning strategies, the law is posing questions for financial advisors, tax professionals and their clients.
November 7 -
A potential regulation called the "retirement security rule" is already facing pushback. Here are the first reactions across the industry in favor and against it.
October 31 -
Americans with student loans still have options. Here's what they should know.
July 12 -
2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.
December 16 -
Lawyers see many reasons for concern when discussing the asset class with investors, but not enough to avoid talking about it and learning about it.
December 12 -
Funding from the American Rescue Plan has saved multiemployer pensions, for now. But experts say much work remains to be done.
July 22 -
A crucial loss of support for a bill co-sponsored by 200 House Democrats reflects the worsening political calculus for fixing the program’s solvency.
May 10 -
With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.
June 1 -
The policy issues grow more urgent every year, but lawmakers haven’t passed any significant legislation for nearly 4 decades.
April 29 -
Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.
April 27 -
Senators will likely push Gary Gensler, tapped to lead the SEC, for his views on the recent market mania that roiled shares of GameStop and other stocks last month.
February 24 -
Consumer advocates are calling for Gary Gensler to toss out Reg BI as wealth managers aim to keep the prior administration’s rule in place.
February 3 -
If confirmed by the Senate, the former CFTC chairman would be the new administration’s front-line regulator for Wall Street.
January 12



















