Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art
Sale at auction could result in half of the hammer price going to taxes and fees.
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How to Help Financial Advisors Start Social Selling
Getting advisors on board with building a social media presence will help leverage authenticity, grow thought leadership, ensure compliance and get to know clients on a new level.
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Mindy Diamond on Independence: An Independent Advisor’s 3x Revenue Growth Story
Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”
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The Financial Industry’s 10 Most-Common Passwords
A new analysis by password manager NordPass stresses that major companies open themselves up to security risks by using passwords that lack creativity.
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Advisor Who Joined First Republic Last Month Returns to Morgan Stanley
J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets. He returned to the wirehouse this week, according to registration filings.
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The Most Actively Traded ETFs in the Past Month
These funds saw the most activity over the past 30 days.
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Texas Trio Launches RIA With 'Precedent'-Setting Profit-Sharing Program
Firm namesakes have left Linscomb & Williams to start an 'aspirational' RIA that shares profits with clients.
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Tax Experts Discuss Estate-Planning Considerations for Financial Advisors
An overview of some of the important estate-planning proposals included in the 2024 Green Book.
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Gundlach Says Unannounced IRS Visit Was a Clerical Error
Gundlach moved the main office of his money management arm to Florida after criticizing taxes and the quality of life in California.
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JPMorgan Overthrows JPMorgan for Crown of Largest Actively Managed ETF
The JPMorgan Equity Premium Income ETF (JEPI) vaulted past the JPMorgan Ultra-Short Income ETF (JPST), which previously held the crown of biggest active ETF.
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21Shares, Cathie Wood Revive Bitcoin ETF Bid After Price Rebound
The ARK 21Shares Bitcoin ETF would trade under the ticker ARKB and would track Bitcoin’s price as measured by the S&P Bitcoin Index.
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First Republic’s Survival Plan Could Come at the Cost of Its Prized Wealth Unit
Dozens of advisors have already left First Republic for other firms, even though the bank says it has retained 90% of its wealth management assets.
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ESG Advocates Are to Blame for Backlash: Damodaran
At the Morningstar Investment Conference on Tuesday, the NYU professor said legislators and regulators should take responsibility for the ills that ESG investors seek to remedy.
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Incorporating Policy Exchanges in ILIT Reviews
A due care checklist is an invaluable tool.
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Corrective Distributions Signal Growth Opportunities for 401(k) Advisors
Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.
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401(k) Real Talk Episode 57: April 26, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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Advisor Group to Unify Broker/Dealers Under New Brand
Advisor Group will merge its eight broker/dealers onto one platform, under a new name, in an effort to reduce complexity, streamline around business channels and unlock the benefits of its size and scale.
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tru Independence Pulls $1B Family Office from Mariner
Seven Mile Advisory, based in New York City, has left Mariner Platform Solutions for tru Independence.
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Boston B/D Cantella Shutters, Joins Cambridge as Super OSJ
Cantella recently shuttered its 65-year-old broker/dealer; its 105 advisors, and some $5 billion in assets, have moved to Cambridge.
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Despite Panicked Headlines, Banks Continue to Finance Commercial Real Estate Transactions
Lending terms might have tightened, and deals are being scrutinized more closely, but the capital is there.
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