Recapture is a seller's right to reclaim previously sold assets within a specified timeframe. Explore how it functions in ...

Only 3% of SEC-registered RIAs qualify as small entities under the agency's current threshold, but about 75 percent would ...

The regulator considers raising the AUM threshold it uses when considering how newly proposed rules are likely to affect ...

Learn what basis value is, how to calculate it, and see examples to understand its role in reducing tax burdens on fixed ...

The crypto year ahead: banks, stablecoins, tokenization. Discover why the biggest risk for advisors is now under-allocation.

THE Securities and Exchange Commission (SEC) has revised the rules governing real estate investment trusts (REITs), a move it ...

Move would sweep many more RIAs and funds into the “small entity” bucket, potentially reshaping how the federal securities ...

The Securities and Exchange Commission (SEC) has released the amended rules governing real estate investment trusts (REITs) ...

With Pixalto’s exclusive in-house technology, we’ve made it possible to seamlessly swap multiple faces within a single ...

Explore the tax implications of retirement benefits, gifts to spouses, and income generated from investments in this ...

The Securities and Exchange Commission (SEC) has revised its REIT rules to include transportation, telecommunication, and ...

Federal Reserve Vice Chair for Supervision Michelle Bowman outlined several priorities affecting community banks, including ...