Tracey Longo
Columnist and Washington Editor at Financial Advisor
Washington Editor, Financial Advisor Magazine https://t.co/PNfIyPW8o8. Free speech absolutist.
Articles
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1 week ago |
fa-mag.com | Tracey Longo
In a sweeping move that underscores a strategic pivot under the Trump administration, the Securities and Exchange Commission has withdrawn 14 major proposed rules issued during former Chairman Gary Gensler’s tenure—including the hotly debated outsourcing and custody rules for registered investment advisers. The withdrawals, announced last week, underscored the expected transformation of the agency under the influence of newly appointed Commissioner Paul Atkins.
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2 weeks ago |
fa-mag.com | Tracey Longo
Just two months after the S&P 500’s sharp April 8 correction, the index appears to be staging a remarkable comeback—and may be on the verge of reaching a fresh all-time high. The index reached a peak of 6,144 on February 19 but then suffered an 18.9% drawdown and hit a trough of 4,983 on April 8. But that’s been followed by a swift rebound, led by mega-cap tech stocks, which have pushed the index back within striking distance of its former high.
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2 weeks ago |
fa-mag.com | Tracey Longo
Thirty percent of recent homebuyers feel financially overwhelmed since purchasing their home, and nearly 23% say their overall financial health has deteriorated, according to the 2025 American Home Buyer Report. The report paints a sobering picture of a market where affordability pressures and rising borrowing costs are leaving many buyers second-guessing the biggest purchase of their lives.
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2 weeks ago |
fa-mag.com | Tracey Longo
Financial advisors have long warned clients to be skeptical of advice from TikTok, Reddit and now AI chatbots. Now there’s fresh data to back up that concern. The internet is a growing source of financial guidance—but also a leading source of financial misinformation, according to a new CFP Board survey that found 57% of surveyed Americans say they’ve made decisions based on bad online financial advice and regret it.
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2 weeks ago |
fa-mag.com | Tracey Longo |Jacqueline Sergeant
LPL Financial, Edward Jones, RBC, Stifel and TD Ameritrade were fined more than $9 million and have agreed to repay customers as part of a sweeping multi-state regulatory settlement in which the major broker-dealers were accused of charging “unreasonably high commissions.” The firms were found to have charged customers about $19 million on about 1.12 million equity transactions over a five-year period.
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Such a pleasure interviewing Rob Arnott—thanks, @RA_Insights
💡 What boosts prosperity: stimulus or tax cuts? New research from founder Rob Arnott and Alex Pickard shows that when government spending exceeds 20% of GDP, growth slows and wealth creation suffers. Read the @famagazine article by @TraceyFAMag: https://t.co/If0Ior5Rqv https://t.co/eSpkVvQvTC
House Tax Committee Passes $4T Tax Bill, with $4,000 Social Security Deduction, $30k SALT Deduction. New MAGA Accounts. No increase in top tax brackets. Mo wealth taxes. @FAMagazine @WaysandMeansGOP https://t.co/YoFqbFe1xj
Big win for the independent BD industry — DOL will no longer enforce the independent contractor rule. @USDOL @FSIwashington @_fisherphillips @FAMagazine https://t.co/sR7sUqT9wb
