Tag: featured

Close-up of glasses highlighting the One Big Beautiful Bill document, representing major tax changes for securities professionals

One Big Beautiful Bill Overview for Securities Professionals

The One Big Beautiful Bill (OBBB) brings a sweeping overhaul to the tax landscape, profoundly impacting individuals, businesses, and the financial advisory sector. For securities professionals, understanding these changes is critical to advising clients effectively and navigating the updated regulations.   The OBBB could reshape…

Woman studying for the SIE exam on a laptop with notes and coffee at a desk

How to Pass the SIE: Tips and Prep

Passing the Securities Industry Essentials (SIE) Exam can be challenging, but it’s certainly less so with the right approach to study and preparation. Passing the SIE Exam is your first step to becoming a securities industry professional, so you need to know what’s on…

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