Brian O'Connor

SVP, Head of Strategy, Business Banking

TRENDING

Wealth management

Attention, RIAs: Goldman wants to help you help HNW clients

The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.

By Dan Shaw

1h ago
Tax

IRS, Treasury finalize rules on energy tax credit transfers

The Internal Revenue Service and the Treasury Department released final regulations on the transfer of clean energy manufacturing, investment and production tax credits, with specific rules for partnerships and S corporations.

By Michael Cohn

April 25
Retirement

Closing loopholes or blocking access? Reactions to the final DOL rule

Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.

By Tobias Salinger

April 25