Melanie Waddell

The Internal Revenue Service has updated its frequently asked questions guidance on the business interest deduction to reflect changes made under the 2025 One Big Beautiful Bill Act.

Advisors should expect regulators to scrutinize their AI use under existing rules.

Eric James Stone befriended a 75-year-old woman and used her money on gambling websites.

Gary Talbot of Spartan Capital recommended a series of transactions that violated Regulation Best Interest, an order states.

The Multi-State Worker Tax Fairness Act restricts states' ability to tax nonresident telecommuters.

The SEC plan would modernize the regulations around custody of advisor assets, including crypto assets, the filing at OMB says.

New Technology, advisor doing planning work 640 x 640 New legislation would restrict states' ability to tax nonresident telecommuters by

Conte Wealth Advisors, a team managing $1.6 billion in assets, has jumped from Cambridge Investment Research to LPL Financial's brokerage and RIA platform.

A federal appeals court has denied a petition by Apex Clearing Corp. to modify the $6 million SEC settlement terms.

It's been a busy year for tax planning rules and guidance so far, and more is on the way.