Latest News on private equity markets

How surprise year-end income could derail your tax strategy — and how to plan for it

How surprise year-end income could derail your tax strategy — and how to plan for it

If you're planning to leverage the 0% capital gains bracket before year-end, surprise income could derail your strategy. Here's what investors need to know.

6 months ago
Some student loan borrowers pay 'more than necessary,' advisor says. What to know about relief programs

Some student loan borrowers pay 'more than necessary,' advisor says. What to know about relief programs

Many federal student loan borrowers surveyed said they don't know about income-driven repayment plans or the Public Service Loan Forgiveness program.

6 months ago
Top Wall Street analysts are upbeat on these 3 dividend stocks for enhanced returns

Top Wall Street analysts are upbeat on these 3 dividend stocks for enhanced returns

TipRanks' ranking service discusses three dividend-paying stocks, including Devon Energy and CVS Health.

6 months ago
Financial fraud cost older adults up to $81.5 billion in 2024, FTC estimates — more are losing at least $100,000

Financial fraud cost older adults up to $81.5 billion in 2024, FTC estimates — more are losing at least $100,000

From 2020 to 2024, the 60-plus age group's reported losses have jumped 300% to $2.4 billion from $600 million, according to the Federal Trade Commission.

6 months ago
Activist Starboard reveals 5% stake in Clearwater as tech company reviews its options

Activist Starboard reveals 5% stake in Clearwater as tech company reviews its options

Starboard is urging Clearwater Analytics to run a robust sales process if it has received in-bound interest from potential buyers.

6 months ago
End of 'The Berkshire Way'? Combs' departure isn't only big change as Buffett transition nears

End of 'The Berkshire Way'? Combs' departure isn't only big change as Buffett transition nears

There were several additional personnel changes in Monday's three-page news release that signal the company is moving toward a more conventional structure.

6 months ago
Red hot Texas is getting so many data center requests that experts see a bubble

Red hot Texas is getting so many data center requests that experts see a bubble

Cheap land and and cheap energy are helping to fuel a boom in proposals to build data centers in Texas.

6 months ago
There's still time to maximize the 0% capital gains bracket for 2025. Here's what to know

There's still time to maximize the 0% capital gains bracket for 2025. Here's what to know

You can still maximize the 0% capital gains tax bracket for 2025. But there could be hidden pitfalls. Here's what investors need to know.

6 months ago
Credit score average is ‘pretty healthy,’ VantageScore CEO says — but high earners are masking signs of financial distress

Credit score average is ‘pretty healthy,’ VantageScore CEO says — but high earners are masking signs of financial distress

The CEO of VantageScore explains how the average credit score is masking some financial stress and gives the outlook for consumer credit in 2026.

6 months ago
Why affordability is the 'beating heart' of the ACA enhanced subsidy debate, health policy experts say

Why affordability is the 'beating heart' of the ACA enhanced subsidy debate, health policy experts say

Health plans proposed by Senate Democrats and Republicans failed on Thursday, making it more likely enhanced ACA subsidies would expire at year end.

6 months ago
NCFA Weekly Fintech Intelligence Dec 6-12

NCFA Weekly Fintech Intelligence Dec 6-12

NCFA Fintech Whisperer | Dec 6 to Dec 12, 2025 Fintech Developments With Real Market Impact This weekly intelligence brief tracks fintech developments that move markets, capital, and compliance in real time. Coverage prioritizes Canada and includes global events that shape how fintechs innovate, fund, and scale in regulated markets. AI In Finance Microsoft Commits


The post NCFA Weekly Fintech Intelligence Dec 6-12 first appeared on National Crowdfunding & Fintech Association of Canada.

6 months ago
Single-stock ETFs can amplify returns, analyst says, but there’s ‘significant risk that the bet goes wrong’

Single-stock ETFs can amplify returns, analyst says, but there’s ‘significant risk that the bet goes wrong’

Single-stock ETFs now have a total of around 377 U.S. products — 276 of which have launched in 2025, as of Dec. 9, according to Morningstar.

6 months ago
Why single-income households are 'a bygone era,' according to experts

Why single-income households are 'a bygone era,' according to experts

In two-parent households, both spouses are more likely to work outside the home, by choice and necessity.

6 months ago
IRS releases health savings account expansion details under Trump's 'big beautiful bill'

IRS releases health savings account expansion details under Trump's 'big beautiful bill'

IRS releases health savings account expansion details under President Donald Trump's "big beautiful bill." What it means for ACA health plan enrollees.

6 months ago
New CFR Review Highlights Gaps Fintechs Must Close

New CFR Review Highlights Gaps Fintechs Must Close

Compliance | December 11, 2025 CSA and CIRO Guide Fintechs Where to Strengthen KYC, KYP and Suitability On December 10 2025 the CSA and CIRO released new findings from their second national review of Client Focused Reforms based on 105 firms. The update arrives in a year marked by a CSA record year of 1,011


The post New CFR Review Highlights Gaps Fintechs Must Close first appeared on National Crowdfunding & Fintech Association of Canada.

6 months ago