This week, the AICPA and NASBA announced changes to CPA license requirements, Gen Z is getting serious about their finances, and Anna Kendrick became the face of a marketing campaign praised for creating a "halo effect" for advisor recruiting.
NASAA Votes to Ban Use of 'Advisor'/'Adviser' by Unregistered Broker-Dealers
NASAA updated its model rule to restrict the use of “advisor” and “adviser” titles to registered IARs and broker-dealer agents. Learn what it means for compliance.
Discover how rising home sales, shifting financial regulations, and evolving professional models are shaping the future of housing, finance, and client services.
From the Fed’s latest Beige Book to sweeping changes in insurance licensing laws across the country, this week’s headlines focus on shifting regulatory landscapes impacting businesses and professionals alike.
Insurance Licensing Laws Changing Across the Country
Get the latest regulatory changes from Pennsylvania, New Jersey, Georgia, North Carolina, and Florida to explore how these reforms could reshape licensing for insurance producers.
From Powell’s tariff concerns and NASAA’s latest regulatory change, to Zillow’s crackdown on off-market listings and states easing licensing standards, explore this week's top stories.
Tax Day 2025: Deadlines, Refunds, and What to Do If You’re Not Ready
We’ve compiled a guide covering what to do if you're filing now, waiting on your refund, or realizing you need more time—or made a mistake along the way.