How to Talk With Adult Children About Prenups

Published on May 22, 2025

Clients who are concerned for their engaged child's financial well-being should understand that they have options.

       
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Ex-Osaic Advisor Who Accepted $1M Bequest From Client Faces Fine, Suspension

May 22, 2025
The advisor didn't notify his firm or receive approval to accept the bequest, according to FINRA.      Related StoriesTexas Bill Could Speed Up Annuity Exchanges and TransfersHouse Passes Trump Tax BillFed Panelists Wish Private Credit Was More Public

New Custody Rules Signal 'Regulatory Reset' for Digital Assets: SEC Roundup

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Former SEC Commissioner Troy Paredes discuss the commission's evolving approach to financial innovation and digital asset regulation.