Wealth

Merrill Lynch Ramps Up Wealth Unit as Rich Clients Flock to Florida

RIA CapWealth Takes on SEC Over 12b-1 Disclosures

The States Where Residents Shoulder the Highest and Lowest Tax Burdens

After a Roller Coaster Year, What’s Next for Small Caps?

Wealth

Diversity Partners Program Aims to Improve Long-Term Diversity in CRE

For a number of years, some advocates in commercial real estate have been striving to expand...

Social Contract 2021 | Wealth Management

The year 2021 started with a bang, not a whimper. The pain, confusion, conflicts and challenges...

Wealthies Circle Podcast: Cheryl Nash on Growing the RIA Space

In this episode, David Armstrong is joined by the CEO of Tegra118, Cheryl Nash, as they...

Planning With SPAC Securities | Wealth Management

Capital markets statistics show it: The Special Purpose Acquisition Company (SPAC) is the new initial public...

Tax Court Weighs in on Defined Value Language

Nelson v. Commissioner, T.C. Memo. 2020-81, proved to be one of the most important valuation-related decisions...

IRS Aggressively Imposes Penalties Against Appraisers

On Jan. 22, 2020 after no public hearing, no public workshops or any apparent public input,...

An Inside Look at Seven Family-Owned Businesses

Mention the word “COVID-19” to a family business owner, and it’s a sure way to elicit...

Embracing Diversity and Inclusion

Acquiring the best talent is good for business Credit: Source link

FINRA Firms Want Inspectors to Work Remotely, Permanently

Brokerage firms want FINRA’s suspension of regular, in-person inspections due to COVID-19 to continue after the pandemic ends. Last December, FINRA asked industry...

Structuring a Family Office for the Business-Owning Family