The super rich use 401(k)s and IRAs to sidestep taxes on millions of dollars. This proposed law would cut them off.

Welcome to the July 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Salesforce, RightCapital, and YCharts have all launched…

Respondents estimated a wedding at roughly $19,000 on average, according to BMO, spread across food and drinks ($4,884), the venue ($4,201), attire ($2,951), travel and accommodation ($2,834), photography ($1,648), decorations ($1,713) and entertainment ($1,603).   Even so, 63 percent said being married involved more financial planning than they had expected.  The costs extend to the guest list.   Attendees expected to spend…

Packages of Taylor Farms salad greens are displayed at a Safeway store on July 16, 2026 in Kings Beach, California. Justin Sullivan | Getty Images The Food and Drug Administration’s reversal on a key piece of its cyclosporiasis investigation has sparked confusion in the U.S., but the agency said Monday that it has not changed…

Despite some encouraging signs, millions of Americans are still struggling with credit-card debt — sometimes to pay for the most basic needs.

Private market secondaries have moved firmly into the spotlight. As private markets open to individual investors, the strategy that buys existing assets, often below their most recent net asset value, has moved from a niche corner of institutional portfolios to a central pillar of the wealth channel. With that attention comes scrutiny. And much of…

Oil well pumpjacks at work in the oil fields of North Dakota. John Coletti | Photodisc | Getty Images Oil prices were 2% higher on Wednesday morning following the 11th consecutive round of U.S. strikes against Iran overnight, as Secretary of State Marco Rubio said the Strait of Hormuz remains a sticking point between the…