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Tax and regulation
Tax rules vary by country and change over time. These articles describe general principles; always check your own situation with a professional or an official source.
September 3, 2026
ETF Taxation: Tax-Advantaged Wrapper vs Ordinary Brokerage Account
Tax-advantaged wrapper or ordinary brokerage account: the investment vehicle you choose directly shapes how your ETFs are taxed. A general, educational overview of the core principles — always to confirm with a professional.
September 18, 2026
ESMA Leverage Regulation on CFDs/Forex: What Changed for European Retail Traders
Since 2018, ESMA has capped the leverage available to European retail traders on CFDs and Forex. Here's what these caps concretely change for position sizing, and why they exist.
September 19, 2026
Regulatory Reporting for Quant Funds: Form PF, 13F, and the Line With Strategy Secrecy
US quantitative funds must disclose part of their positions and risk exposure through regulatory filings — without revealing their alpha. Here's how that line is drawn in practice.