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The Financial Industry Regulatory Authority is probing broker-dealer firms involved in taking small foreign companies public, the latest effort by a regulator to crack down on pump-and-dump schemes.
8h ago -
How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised rules on charitable deductions.
October 23
Natixis Investment Managers Solutions -
Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.
October 17 -
Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.
October 8 -
A Cerulli report puts numbers to the channel's transformation. We have resources for advisors who want to better understand the space.
October 2 -
It's time to revisit the $10,000 cap considering a new $40,000 limitation under the OBBBA.
September 30
University of Colorado Boulder -
The Treasury and the IRS issued guidance on qualified OZ investments in rural areas under the One Big Beautiful Bill Act.
September 30 -
Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.
September 26 -
The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
September 18 -
The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.
September 17







