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The (Unexpected) Registration Responsibilities When Engaging In Paid Referrals

As part of a broader marketing strategy, RIAs might work with “solicitors” or “promoters” (e.g., accountants,...

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The Entrepreneur’s Journey: From Mexico To A Symantec Exit

Most of us take the safe road. We go to college, get a job, and spend the next 30 years hoping our employer doesn’t one day decide...

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What You’ll Actually Earn With CIT Bank’s 4.10% APY: $5k To $100k

CIT Bank’s six-month 4.10% annual percentage yield (APY) boost¹ on its Platinum Savings account is one of the highest savings rates...

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DHS Set to End ‘Duration of Status,’ Capping International Student Stays at 4 Years

A federal rule years in the making is nearing the finish line, and it could reset how long international students are allowed to stay in...

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ESG Investing Pros And Cons: What Changed After The SEC Pullback

n today’s market, a company’s bottom line isn’t the only number investors watch. Many also want to know how a company...

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Getting Approved for the Atmos Business Card After Having the Alaska Airlines Business Card

Back in January 2025, I opened the Alaska Airlines Business Card and earned a welcome bonus of 70,000 Alaska Miles. Since then, Alaska...

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7 AI-powered apps that will help you save money

Budgeting apps are fine if you want to know what you spend last month. And most people quit using them after a few months because they just...

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States Push to Block New PSLF Employer Rule Before July 1 Deadline

A coalition of states is pressing a federal judge (PDF File) to halt the Department of Education’s new Public Service Loan...

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Best Student Loan Rates for June 23, 2026: Earnest Leads At 2.29%

Student loan rates have battled at the most competitive levels we’ve seen in a year. As of June 23, 2026, private student loan...

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Is It Safe to Put My Financial Documents into AI Tools?

By now you’ve probably seen people talk about how AI tools, like ChatGPT and Claude, can help you manage your finances. I’ve played...

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