Orion Ascent 2027

“I have $152,000 in my IRA and Roth accounts.”

Nationwide has appointed Kim Dickinson as its lead product manager for intermediaries. Dickinson brings a wealth of experience in the mortgage market and working with intermediaries. Prior to joining, she worked at Virgin Money and Clydesdale managing relationships with hundreds of brokers. In her new role, Dickinson will lead Nationwide’s intermediary proposition, ensuring it continues…

Commission Seeks Public Comment on Additional Ways to Qualify as an Accredited Investor The Securities and Exchange Commission today voted to propose rule amendments that would facilitate capital formation in the public and private markets by expanding retail investor choice and promoting innovation in regulated fund structures while preserving appropriate investor protections and safeguards. The…

Regulatory changes, business expansion and product diversification shaped a busy week across retail trading and fintech. Regulators in Nigeria and Saint Vincent and the Grenadines introduced measures affecting leveraged products and virtual asset businesses, while Deriv secured a banking licence in SVG. Elsewhere, brokers and prop firms continued adapting to changing trader demand. AI automation,…

As growth in residential properties softens nationwide, investors have been encouraged to find new ways to strengthen their portfolios. While investors’ interest in commercial property has grown, Acquisition House founder Bobby Haeri said second dwellings were an overlooked strategy for increasing cash flow. You’re out of free articles for this month On The Smart…