DOL Proposal Provides Immediate Opportunities for Advisors

Published on April 16, 2026

Five items for advisors to confidently discuss the proposed regulation with clients.

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Schwab Makes AI Push, With Client-Facing Agents To Roll Out in June

April 16, 2026
Schwab CEO Rick Wurster also announced increased investment in the AI-tax platform Wealth.com as the firm sought to calm investor fears about an AI lag.

Hedge Funds Pivot to Bearish Dollar Bets on US-Iran Talks Optimism

April 16, 2026
Hedge funds are increasingly downbeat on the dollar as the prospect of a two-week ceasefire extension between the US and Iran sap the currency’s war-driven strength.