Nasdaq

5 Financial Risks Self-Made Millionaires Must Take — Are They Worth It?

Though becoming a millionaire from scratch isn’t the norm, we have more examples of self-made millionaires today than ever before. According to The 2024 National Study of Millionaires conducted by ...
JD Supra

Navigating the New Consumer Financial Services Landscape: Enforcement, Compliance, and Litigation Risks

Financial services companies may feel relief from the aggressive federal oversight and regulation that defined the past decade. However, regulatory risk has not disappeared—it has shifted. State ...
Financial Advisor

Navigating Two Major Financial Marketing Shifts

[The rapidly evolving state of everything in the financial services industry continues in the financial marketing arena — from regulatory synchronization expanding the use of advisor testimonials to ...
Forbes

Why Private Companies Must Be Transparent About AI And Financial Risks

Dr. Jackie Meyer is CEO/founder of The Concierge CPA Consulting and TaxPlanIQ, a SaaS tax-planning software for accountants. The sudden shutdown of Bench Accounting at the end of 2024 left thousands ...

Investing vs. Speculating: Key Risk and Strategy Distinctions

Learn how investing and speculating vary in terms of risk and strategy, helping you make informed decisions tailored to your ...
Bloomberg L.P.

March Global Regulatory Brief: Risk, capital and financial stability

The US Securities and Exchange Commission has published a public filing expressing a number of concerns about the State Street-Apollo private credit exchange-traded fund (ETF). In response: Attorneys ...