SEC Prepares to Ease Rule on Advisors' Political Donations
By Lydia BeyoudThe rule restricts investment advisors from working for public pension funds if they've donated to state and local officials.
August 14, 2026
'FOMO Insurance' Drives Options Buying Spree as Stocks Rally OnInvestors are buying less downside protection and piling into contracts that pay off if the market continues to rally.
August 14, 2026
Cambridge Adds 186 Advisors in First Half of 2026The firm is a destination for advisors bought up by "mega consolidators and serial M&A shops," an exec says.
August 14, 2026
New Nitrogen Tools Gauge Clients' Insurance NeedsThe Insurance Center will help advisors develop strategies for life insurance, long-term care and retirement income.
August 14, 2026
SEC Delays Crypto Regulation Meeting in Latest Industry SetbackThe agency was expected to unveil new plans for digital assets as landmark crypto legislation remains stalled in Congress.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 13, 2026
Secret $6M Payment to Forbes Editor Raises Questions on Advisor RankingsThe personal gift from Shook Research founder RJ Shook leaves both brands "tarnished forever," marketing pro April Rudin says.
August 13, 2026
Richest to Profit in Trump's Capital Gain Tax Ideas for MidtermsThe White House is considering throwing its weight behind a push to raise a capital gains tax exemption for primary home sales and cut levies on investments.