Category: Blog
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Crypto in 401(k) Plans: Navigating the New Regulatory Landscape
Welcome back to the Straight Arrow Chronicles, where we help trustees, fiduciaries, and family offices cut through the noise to make sound, prudent decisions in an ever-evolving financial world. Today, we’re unpacking a major development that could reshape how retirement plans approach cryptocurrency: the U.S. Department of Labor’s (DOL) recent decision to rescind the Biden-era Read more
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The Incoming Trump Administration’s Impact on Wealth Management
As President Elect Donald Trump prepares to return to the White House following his re-election, the trust and wealth management industry is poised for significant changes. With the GOP now controlling both the Senate and the House, and a Supreme Court reshaped by Trump’s three appointments, his administration is likely to wield considerable influence Read more
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Preparing for T+1 Settlement in the Securities Industry – More than Compliance
As the countdown to the Memorial Day weekend, marking the transition to T+1 settlement, draws closer, the impending change looms large over firms worldwide. Several months ago, I had the privilege of addressing the Texas Banker’s Association regarding this transition within the securities industry of settling trades on T+1, the day after the trade Read more
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Straight Arrow Chronicles
Hello! I’m delighted to welcome you to the debut of the Straight Arrow Chronicles, where we unravel the complexities of finance, trust, and wealth management. I will share with you news that affects our industry that you need to be aware of, along with tips and tricks to make it better. I’m often asked how Read more