IRS Cracks Down on Net Worth Declarations in Expatriation Filings
Avoiding requisite reporting can cost clients dearly.
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Rich Americans Find Tax Gap Hard to Ignore With SALT Debate Raging
Republican-run states are cutting levies on the wealthy, while Democratic strongholds like New York and New Jersey are raising rates.
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Wealth Management Platform FNZ Seeks to Raise $1 Billion for Expansion
FNZ's infrastructure is used by more than 150 banks, asset managers and life insurers to oversee more than $1.5 trillion in assets.
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Wealthies Circle Podcast: Grow Your Brand Without Giving It Up with Carolyn Armitage
Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.
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Advisor Innovations: Adam Holt on The Role of Technology for Advisors in Creating a Client’s Plan
Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
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Three Texas Advisor Teams Join Raymond James From Wells Fargo, LPL
The teams cumulatively manage more than $560 million in assets and are based throughout the Lone Star State.
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Focus Expects to Grow to $4B in Revenue by 2025
Focus Financial Partners laid out its lofty growth goals for the next four years, with plans to reach $4 billion in revenue, $1.1 billion in EBITDA and 125 partner firms.
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10 Must Reads for the CRE Industry Today (Dec. 10, 2021)
Apartment rents are rising by double digits in a number of cities around the nation, reports The Wall Street Journal. A survey completed for Fortune for Workhuman found 77 percent of participants expected to return to the office in January. These are among today’s must reads from around the commercial real estate industry.
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Billionare Michael Steinhardt Surrenders $70 Million of Stolen Antiquities
His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors.
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ComplySci Acquires RIA In A Box
ComplySci's deal for the compliance technology provider comes on the heels of a $120 million venture capital injection to fuel acquisitions.
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Advisor Sentenced to 30 Months in Prison For Stealing $600K from Elderly Client
Matthew Clason had previously worked with LPL and Lincoln Financial Advisors before being accused by both the DOJ and SEC of stealing from a 73-year-old Connecticut investor over several years.
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Michael Kitces' #FASuccess Podcast: Drew Waldron on Creating Unique Experiences for Clients
Canvas Wealth Advisors co-founder Drew Waldron discusses the adventures his firm plans for clients and prospects that sets them apart from their competition.
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Mindy Diamond on Independence: Richard Saperstein on Rising from Crisis, Team Building and the Real Value of a Business
Richard Saperstein rose out of the 2008 financial crisis to build the now-$20 billion-plus Treasury Partners. Richard reminisces about that journey, discusses his decision to affiliate with a then-nascent Hightower Advisors, and shares more about Treasury Partners’ unique business model, the secret to the firm’s success and much more.
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Malls Ditch Shopping to Fill Wasteland of Vacant Retail Stores
With more than 90 million sq. ft. of space to fill, mall landlords are wooing casinos, amusement parks, medical facilities and storage operators.
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NYC’s American Copper Buildings to Sell for $850 Million
The sale of the luxury apartment towers to Black Spruce Management mark the city’s biggest residential deal since the start of the pandemic.
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Nearly 40 ETFs Launched in November
The ETFs included feature funds that launched in the calendar month of November 2021.
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Why the U.S. Lags Much of the World in Sustainable Warehouse Development
Government mandates have a large role to play in incentivizing the addition of sustainable features.
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Wealth Enhancement Group Acquires Calif.-Based Vivid Financial Management
The addition of the $674 million firm will boost WEG’s total number of client assets above $55 billion; it’s the company’s 16th deal in 2021.
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A Slow-Moving Train
The commercial real estate industry is engaging in sustainability initiatives, although implementation remains mixed.
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Eight Must Reads for the CRE Industry Today (Dec. 9, 2021)
CRE firms are expecting to increase compensation in 2022, according to a report from Bisnow. McDonald’s is planning to offer $250 million in loans as a way to increase diversity among owners of its restaurants. These are among today’s must reads from around the commercial real estate industry.
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