FINRA is publishing updated Technical Specifications for FINRA’s Trade Reporting Facilities1 (TRFs) in support of the upcoming extension of the TRF operating hours to 23 hours per day, five days per week. As previously announced in a Technical Notice on May 22nd, 2026, FINRA’s TRFs will be extending their operating hours starting December 6th, 2026 such that…
Canada’s financial system has functioned well through a challenging year. Households and businesses remain in stable financial condition, and banks have strengthened their capacity to absorb shocks. However, vulnerabilities have increased in some parts of the system, and a more turbulent global environment poses risks to financial stability.
The IRS Office of Professional Responsibility (OPR) issued guidance outlining how existing Treasury Circular 230 rules apply to tax practitioners’ use of artificial intelligence (AI), emphasizing that long-standing duties such as due diligence, competence, and confidentiality remain unchanged. The overarching message, the agency said in a bulletin posted Wednesday, is that AI should augment —…
Investment bankers, equity researchers and financial analysts need to have a strong foundational skillset to be successful. We’ve taken four of those disciplines and built a one-week crash course that’ll show you the ropes—all for free. Whether you’re a seasoned veteran looking to stay ahead of the curve—or a rising talent looking for your next…
Denise is 50, and honestly, if you didn’t know her age, you wouldn’t think to ask because she radiates life and confidence. You don’t even look at her and think of an age. You see a stylish woman in control of her own narrative. Which she is. But so are each of us. And this…
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Let’s start with a couple pieces of exciting news, and then I’ll fill you in. First, there is a brand new edition of The Simple Path to Wealth coming to bookstores on May 20th. Second, my pal Pete Adeney, Mr. Money Mustache himself, and I will be doing a live zoom conversation, open to everyone…
For the past two college-admission cycles, parents of college-bound teenagers who own small businesses or family farms have been treated shabbily. Back in 2024, the rules governing the federal financial aid system began harshly penalizing these parents. Tossing aside a decades-old practice, the Free Application for Federal Student Aid began including the net value of…
The Algarve: What We Did One of the highlights of our time in the Algarve was a boat tour along the coast that took us into several sea caves including the famous Benagil Cave. If you’ve ever seen photos of the Algarve coastline, chances are you’ve seen this cave – it’s the iconic one with…
Food labels can be confusing, with terms like “sell by,” “best by,” and “use by,” among others. There are limited federal requirements that product expiration dates be labeled for safety. Manufacturers choose their own phrases to describe expected product quality rather than safety. California, with a law that went into effect July 1, is the…
