6 Big FINRA Moves in 2025

Published on October 2, 2025

FINRA is tweaking a number of rules, including those around office supervision and gifting.

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FUSE Research: Tax Harvesting to Play a Bigger Role in Portfolio Customization

October 2, 2025
The firm’s fourth advisor survey on portfolio construction found that tax harvesting is rising in importance in portfolio construction decisions.

The S&P 500, Dow and Nasdaq Since 2000 Highs as of September 2025

October 2, 2025
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the September 2025 close.