Source-reported fields
Expense method: A
Literal source text
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
Literal federal measure citations: H.R.2441, S.1877, H.R. 7187
Preserving independent contractor status
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Literal federal measure citations: H.R. 1013, S. 424, S.1707, S.1831, H.R. 2089, S. 1756
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees. General issues related to 529 plan usage
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