DOGE Asks SEC Staff for Efficiency Ideas, Promises Anonymity

Published on April 22, 2025

The regulator began its “partnership with the Department of Government Efficiency a few weeks ago.

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14 Investment Must Reads for This Week (April 22, 2025)

April 22, 2025
There’s been a continued burst of evergreen fund filings with more than 30 new ones lodged with the SEC since the start of the year. In addition, there are currently over 70 crypto ETF applications in the pipeline as asset managers seek to take advantage of a friendlier regulatory regime. These are among the investment must reads we found this week for financial advisors.

Deals & Moves: Lido Acquires Silicon Valley RIA; Ex-UBS Father-Son Team Start RIA With Kestra

April 22, 2025
In addition, SFA’s Strategic Blueprint adds three advisors with $200 million in assets, and Dynasty’s DayMark brings on a team led by an ex-Morgan Stanley advisor.