Coping With the Post-OBBBA Estate-Planning Environment

Published on January 13, 2026

Non-grantor trust strategies provide opportunities for clients.

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SEC RIA Registrations Surged Post-Shutdown

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According to an AdvizorPro data analysis, the 43-day government shutdown in October and November may have derailed a record year for new RIA approvals.

CFA Calls For Halt To Crypto Bill Work Amid Powell Probe

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Lawmakers can’t “whistle past the graveyard” and hope the Trump administration’s criminal investigation of the Federal Reserve Chair goes away, according to the Consumer Federation of America’s investment protection director.