Texas Offers Guidance on Advisors Using Fintech Tools to Access Held-Away Accounts

Published on July 24, 2025

The guidance strikes a more platform-friendly tone than prior alerts out of Ohio and Missouri, but stressed that advisors must use the tools to meet “legal and regulatory obligations.”

Continue reading on website
Other news

CFP Board Starts Search for New CEO

July 24, 2025
Executive recruitment firm Spencer Stuart has started an immediate search for Kevin Keller's replacement.      Related StoriesSocial Security to Keep Paper ChecksFirst-Half U.S. Death Count Still 10.6% Higher Than Before COVIDJanus Launches New ETF as Investors Chase High Quality Debt

New Bill Allows Employer Contributions to ABLE Accounts

July 24, 2025
The legislation would permit tax-free contributions to special savings accounts for the disabled.      Related StoriesSocial Security to Keep Paper ChecksFirst-Half U.S. Death Count Still 10.6% Higher Than Before COVIDJanus Launches New ETF as Investors Chase High Quality Debt