Mamdani called the pied-à-terre tax and the change in the unincorporated business tax credit, which would mostly affect affluent taxpayers, “common-sense measures.” He said the city is working with Albany on plans to administer the second-home levy.

Nvidia Corp. co-founder Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition, thrusting AI and technology into the spotlight before a high-stakes Beijing summit.

The College for Financial Planning is a degree-granting institution offering various financial certification programs. It provides graduate degree, non-degree and continuing professional education programs for students. Founded in 1972, today it is part of Kaplan Financial and has trained over 165,000 professionals.

Once clients’ taxes are filed, most assume the story is over for another year. For many, filing season ends with relief, frustration, or confusion — a refund that feels arbitrary, a payment that stings, or little clarity about what to do differently next time. That’s where you, as the advisor, can step in.

Setting and working toward a financial goal that represents your own freedom number is well worth doing. I suggest treating that number as a beginning and a continuing journey rather than a destination. Recognize that achieving financial independence alone is no guarantee of happiness and wellbeing.

AI infrastructure costs just keep on rising. Big tech firms are likely to invest several trillion dollars over the next few years to satisfy your ChatGPT and Claude habit.

The nearly $13 trillion market isn’t the flashiest outpost on Wall Street, but it’s the vital plumbing that keeps the money flowing. Through repurchase agreements, or repos, firms exchange Treasuries for cash — typically overnight — providing the short‑term funding that underpins trading, settlement and market‑making across the financial system.

China investors are counting on the summit between Xi Jinping and Donald Trump to deliver just enough to sustain the detente trade underpinning stocks and the yuan.

A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets.

United Airlines Holding Inc. is returning to the municipal bond market with a junk-rated $256 million sale, after last year’s volatility forced it to postpone the deal.

Scalable personalization means saving time while not sacrificing the “secret sauce” that is unique to your practice. Time savings can come from scaling portfolio construction via model portfolios or direct indexing, adding tools or talent to complement strengths, and using technology like AI.

A look at the highlights for the year to date via four charts, including updates about diversification, economic indicators and the national debt.

Rather than worrying about the narrow impact of faster IPO inclusion on index fund performance, we think investors would be better served by focusing on the long-term expected returns offered by the markets in which they’re investing – in particular the U.S. and non-U.S. equity markets.

Gold bugs often claim that when more dollars are in circulation, each dollar buys less; prices rise, and gold, as a store of value, helps protect purchasing power from that decline. As a result, they believe that a rising money supply, in and of itself, is inherently inflationary.

Copper headed toward its highest close ever — and other metals advanced — as traders shrugged off the apparent deadlock between the US and Iran to join a broader rally for risk assets.

Oil rose after US President Donald Trump rejected Iran’s response to his latest peace proposal, prolonging the effective closure of the crucial Strait of Hormu

Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam.

Cerebras Systems Inc. increased the size of its initial public offering, now seeking to raise as much as $4.8 billion, as demand for the artificial intelligence chipmaker and data center operator’s shares continues to build

Putting money directly into Trump accounts is fundamentally different: It goes directly to the beneficiaries. Whether it will be more effective at improving prosperity or reducing populist anger is unclear. The public/nonprofit model can be better targeted and address specific societal needs, such as hunger or education.

DoubleLine Capital’s Jeffrey Gundlach is repositioning some of his funds for the extreme scenario that the US government could choose to restructure its debt in response to a potential future recession.

US stocks were on track for a record closing high, buoyed by semiconductor stocks, strong monthly payrolls figures and a US-Iran ceasefire that appeared intact even with overnight clashes near the Strait of Hormuz.

US employers added more jobs than expected for a second month and the unemployment rate held steady in April, indicating the labor market is holding up despite rising energy costs sparked by the Iran war.

Opening a 529 plan is a tax-advantaged way to set aside money for college. The money you contribute can grow tax-deferred and qualified withdrawals are tax-free.

Warren Buffett shared his usual wisdoms about patience, diligence, prudence and kindness in a CNBC interview the morning of Berkshire Hathaway Inc.’s annual meeting last Saturday, the first in many decades that the oracle did not lead. But the sign that hung above him spoke loudest.

The Artemis II mission was a glorious moment for space exploration and a sign of a potential $1 trillion investment boom in the global space industry over the next decade.

Exchange-traded funds can be the source of liquidity that retail investors need after ramping up exposure to private assets, BlackRock Inc. executives wrote in a report.

An historic surge in US stocks has pushed equities to fresh highs, yet signs of overheating sentiment suggest that the rally may be entering a slower phase.

For a bunch of unremarkable warehouses, they’re generating a lot of controversy. Data centers — low-slung facilities that house the server racks and energy systems that underpin the digital economy — have become a heated issue on the campaign trail. Politicians from both parties are pushing bills to restrict them. Some want a nationwide “moratorium.” That would be a historic mistake.

Wall Street banks are getting ready to raise billions of dollars taking data center companies public, even after IPO investors have already piled into anything that looks like a bet on artificial intelligence spending.

The thinking behind space solar makes some sense: The sun doesn’t always shine on Earth, which means solar panels on the ground aren’t always gathering energy. There are no clouds to block the sun in space, so aside from a couple of times per year around the equinoxes, panels in GEO are constantly bombarded with solar rays.

Sometimes small changes speak loudly. Deutsche Bank AG’s new chief financial officer, Raja Akram, put the German lender’s consumer and asset management businesses before its corporate and investment banking units in his first earnings presentation last week.

April saw a variety of articles published on Advisor Perspectives address core questions with which advisors and their client must contend.

Sophisticated clients and institutional prospects are already asking wealth management firms about AI governance. The firms with coherent answers are winning trust their competitors cannot buy back quickly.

Gen Z is coming of age in a world very different from that of their parents. Advisors who want to connect with this cohort need be conscious, not only of Gen Z’s biases and unique perspectives, but also of their own preconceptions and tendencies.

Is good news about the economy bad news for the stock market once again?

Listening is a skill that can be taught, can be learned, and can be practiced. If a client doesn’t think their advisor is really listening to them, they might take that opportunity to find another advisor who does.

The ability to explain something is not the same as having clarity on why it matters. Some advisors know exactly where their value sits and how to explain it. For others, it’s less obvious. If that’s the case, this isn’t something you solve by rewriting your messaging. It requires taking a step back.

Investors are piling into municipal bonds at the fastest rate in five years, drawn by attractive yields and the promise of a safe harbor from recent market volatility.

SpaceX also is ramping up its spending. The company said in April it’s struck an agreement for the right to acquire artificial intelligence startup Cursor for $60 billion later this year, or to pay $10 billion for the companies’ work together.

Microsoft Corp. may shelve one of the industry’s most ambitious clean-energy targets as it tries to remove hurdles that could hold it back in the race to power data centers, according to people with knowledge of the matter.

Affordability is a major problem that is finally getting the attention it needs. As important is directing that attention at the root cause of America’s cost-of-living crisis: inadequate wages.

Throughout Europe, companies are facing a quandary: How can they afford immense investments in decarbonization when a combination of now-surging energy prices, Chinese overproduction and US tariffs threatens to undermine their existing businesses?

Decisions rarely stall because people need more time; they stall because people do not want to carry uncertainty by themselves. Writing forces them to do exactly that.

Morgan Stanley and JPMorgan Chase & Co. are leading the process, according to people familiar with the matter. A large majority of the financing is expected to be in the form of debt, with the rest equity, the people said, asking not to be identified discussing private information.

Abel, known as a shrewd operator who’s always looking for ways to improve profits at the $1 trillion conglomerate’s varied businesses, said he had just one thought at the time: The company had already shelled out the money to book the arena for the annual meeting in 2026.

Women consistently report that the quality of their relationship with an advisor is their number one driver of satisfaction. They are not just looking for investment expertise. They are looking for partnership and a sense that their advisor understands what matters most to them.

There’s no doubt that Amazon will begin to take market share now that it has declared that its third-party logistics business is here to stay. This move allays concerns among potential customers that Amazon’s offerings wouldn’t be permanent or would take a back seat to its own volume during periods of peak freight.

The rationale is that government should be neutral on asset classes. It should not put its thumb on the scale by favoring some investment types over others. Marcia S. Wagner, founder of The Wagner Law Group, framed this clearly in a presentation at the 2026 Financial Planning Association SHIFT Conference.

An advisor who is involuntarily terminated should not assume the Broker Protocol is off the table. The text supports a good-faith argument that a terminated advisor can still qualify as a “departing” advisor who moves from one Broker Protocol signatory firm to another.

It’s no secret that college is expensive. And alongside mounting costs come almost as many strategies for mitigating them. When you need money to pay for college expenses, tapping your Roth IRA is one option you might consider.