Thursday, October 8, 2026The Morning EditionSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Trump Accounts Launch as Employers Weigh New Benefits RoleWM Wealthtech Vendors Scramble as Orion Introduces Data Access FeesIN Tariffs added 2.9 points to goods inflation, New York Fed findsFP Trump accounts expand to nearly 70M kids as stock proposal draws questionsIN M1 Advisor bets AI can serve clients wealth managers turn awayWM People Moves: Cresset Hires Blackstone Alum Joe Zidle Chief Market StrategistIN At Women Advisor Summit, Summit Place’s Liz Miller will offer key steps to advisor successIN Wirehouses losing more advisors so far in 2026: ReportIN RIA moves: Merit, Hightower and Trilogy announce billion-dollar additionsWSR Top 5 Most-Read Articles Of September

News

Trump accounts expand to nearly 70M kids as stock proposal draws questions

By Zoe Sagalow · Financial Planning ·

Image: Financial Planning

The IRS proposed rules that would let donors gift stock to Trump accounts and request comments on the strict minimum holding period for beneficiaries.

Summary as published by Financial Planning
Read the full story at Financial Planning →

Financial ADVSR links to reporting from across the industry. This story was reported by Financial Planning. Financial ADVSR is not affiliated with Financial Planning. Updated every 10 minutes.

The full wire →