Portfolio

The co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.

Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.

A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.

Some world’s wealthiest individuals paid little to no federal income taxes, IRS records show.

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.

“If you have a superb value proposition and an incredible platform, you’re able to give more of that money back to shareholders,” said CEO Jane Fraser.

"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.

While after-tax funds in employer-sponsored plans are tracked by plan administrators, clients are on their own with traditional IRAs, Jeffrey Levine writes.

While I bonds can be a worthwhile investment, they're not as useful for high-net-worth investors close to or in retirement, writes Alexis Leondis.

"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.