Regulators have suggested changes to the ratings system they use to gauge banks' safety and soundness that would reduce scrutiny of management quality. It would leave them blind to clear signs of future problems.

A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.

Regulators have signaled that the speed of progress in generative and agentic artificial intelligence makes producing definitive guidance impractical. That does not remove banks' obligation to face up to their risks.

There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.

In a recent industry snapshot, the Investment Adviser Association found the average number of data points advisors have to report in annual regulatory filings has nearly doubled to more than 1,000 since 2011.

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

Rithm and UWM Holdings are the favorite names among publicly traded lenders, while BTIG adds coverage of Better Home & Finance at a buy rating.

Originators slightly loosened credit for conventional and jumbo products in May but they've held steady after larger growth to begin the year.

The share of warehouse lenders offering funding lines and sublimits for seconds has risen to new heights according to a Mortgage Bankers Association survey.