Matthew Sellers

Matthew Sellers
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Jefferies plummets 9% as investors question First Brands fallout
EQUITIES OCT 16, 2025
Jefferies plummets 9% as investors question First Brands fallout

Wall Street powerhouse sees annual share slide to nearly 40%, lawyers look for class action.

Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype
EQUITIES OCT 13, 2025
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as 'good bubble' — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

Tesla shares slip as U.S. regulators probe self-driving software risks
EQUITIES OCT 09, 2025
Tesla shares slip as U.S. regulators probe self-driving software risks

2.9 million vehicles under investigation give Musk’s flagship business a new headache.

You client's tax brackets just changed – here's what the IRS just announced
PRACTICE MANAGEMENT OCT 09, 2025
You client's tax brackets just changed – here's what the IRS just announced

Capital gains, standard deductions, tax brackets changes offer planning opportunities.

IRS halts 'most operations' – furloughs tens of thousands
REGULATION, LEGAL & COMPLIANCE OCT 08, 2025
IRS halts 'most operations' – furloughs tens of thousands

The government shutdown hits the tax man - hard

Senate vote fails again, markets brace for a prolonged shutdown
FIXED INCOME OCT 03, 2025
Senate vote fails again, markets brace for a prolonged shutdown

Treasury option analysis now predicts several weeks of closure

Peloton faces investor backlash as appeals court revives fraud lawsuit
REGULATION, LEGAL & COMPLIANCE AUG 29, 2025
Peloton faces investor backlash as appeals court revives fraud lawsuit

A federal appeals court has revived key fraud claims against Peloton, with institutional investors alleging the company misled the market on demand and inventory.

NY Appeals court tosses $500M civil fraud penalty against Trump; upholds injunctive relief
REGULATION, LEGAL & COMPLIANCE AUG 21, 2025
NY Appeals court tosses $500M civil fraud penalty against Trump; upholds injunctive relief

“While harm certainly occurred, it was not the cataclysmic harm that can justify a nearly half billion-dollar award to the State,” Justice Peter Moulton wrote, while Trump will face limits in his ability to do business in New York.

SEC: Fractional life insurance policies considered an investment contract
LIFE INSURANCE AND ANNUITIES AUG 12, 2025
SEC: Fractional life insurance policies considered an investment contract

A federal court's decision puts fractional life insurance policies under SEC scrutiny, forcing wealth advisors to revisit compliance and sales strategies for alternative investments.

FINRA accuses Old Slip Capital CEO of $1.1M in unauthorized trades; request for preliminary injunction denied
REGULATION, LEGAL & COMPLIANCE AUG 12, 2025
FINRA accuses Old Slip Capital CEO of $1.1M in unauthorized trades; request for preliminary injunction denied

A federal judge denied CEO and managing principal James Lukezic's urgent bid to halt FINRA discipline over $1.1 million in trades, putting industry compliance under the microscope.