SEC Mulls New ETF Rules as $16T Boom Disrupts Status Quo

Published on July 1, 2026

The SEC is seeking comments on new rules regarding fund confidentiality and the circumstances under which the effectiveness of an ETF's registration can be suspended.

Continue reading on website
Other news

What Most Advisors Get Wrong When Financing a Book of Business

July 1, 2026
Acquiring a book of business is one of the fastest ways an independent advisor can grow AUM, expand a client base, and build long-term enterprise value. It is also one of the most financially consequential decisions you will ever make — and most advisors approach it underprepared.

IRS: Contributions to Trump Accounts Within Safe Harbor Don’t Require Gift Tax Returns

July 1, 2026
A New Revenue Procedure provides disparate treatment for taxpayers.