How non-grantor trusts maximize charitable, small business stock tax advantages
With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.
Rain, Visa, Mastercard form agentic AI standards group
The stablecoin technology firm and about two dozen companies have joined to standardize authorization and other risk management for agentic commerce.
Klarna announces exec departures, lowers outlook
The aspiring neobank and buy now/pay later lender’s stock plunged after it painted a less bullish forecast and announced it will need a U.S.-based finance chief to replace Niclas Neglén, who is stepping down at the beginning of the year. Chief Marketing Officer David Sandström will also end his nine-year tenure at the fintech.
What Fannie Mae’s new rate outlook means for originations
So far, annual home lending growth is on track to slow, but not stop, with some positive developments surfacing amid broader challenges.
Neuberger launches first tokenized junk bond fund
The march toward tokenization of assets includes a storied Wall Street firm offering its latest fund on four distributed ledgers.
Appeals court hears landmark interstate banking suit
The 10th Circuit Court of Appeals is reviewing a challenge to Colorado’s effort to exercise more power over the interest rates charged to its residents.
IBD Elite 2026: The cryptic costs of clearing and custody for advisors
In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a “self-clearing” firm or one that outsources those essential services.
IBD Elite 2026: Download FP’s list of the largest independent brokerages in wealth management
The printable PDF includes rankings based on the firms’ 2025 revenue as well as the number of financial advisors, compensation, total client account assets and more.
Not every company that wants a bank charter ought to get one
The industrial bank charter is attracting increased interest because of the combination of innovation and safety it offers. However, charters should only go to companies that can meet a rigorous set of requirements.
Bank of America places new restriction on remote work
In the latest example of lenders rolling back their hybrid work policies, the nation’s second-largest bank will soon require its employees to choose nonconsecutive days to work from home.