Skip to content
Toggle main navigation
Welcome
Circle Captains
Membership
Community Guidelines
Job Postings
More
Open dropdown to see remaining menu items
Log in
Apply for Membership
SEC Shreds Plans for 14 Major Rules
Published on June 13, 2025
The list includes controversial proposals aimed at RIAs.
Related Stories
SEC Names New Investment Management Director
How to Avoid RMD Mistakes Around Roth Conversions
12 Most Educated States: 2025
Continue reading on website
Other news
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff Levine
June 13, 2025
Despite misleading headlines, there is no practical limit on how much someone can contribute to a 529 account. Related StoriesTreasury Weighs Rules That May End Colleges' Tax Status Over Race Policies12 Most Educated States: 2025RIA Succession Planning Options: 8 Things to Know
SEC Names New Investment Management Director
June 13, 2025
Brian Daly, a partner at Akin Gump Strauss Hauer & Feld, will replace Natasha Greiner, who departs July 4. Related StoriesSupreme Court Favors IRS Over Tax Court7 Ways Our Life Insurance and Annuity Advisor Stands ApartHow to Avoid RMD Mistakes Around Roth Conversions