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While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.
April 16 -
The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.
January 19RBC Wealth Management US -
Business lines south of the border, led by a diversified commercial banking unit, contributed more than 40% of total earnings at Bank of Montreal over the past 12 months. Company executives now see an opportunity in selling wealth management services to commercial clients.
December 8 -
Banks weren't involved in the trading frenzy, but some observers say the regulatory response should address risks to all financial institutions.
February 4 -
A slower-than-expected rollout of the COVID-19 vaccines and the threat of social unrest after the Jan. 6 riot at the U.S. Capitol could threaten the recovery, according to an American Bankers Association panel.
January 14 -
The agency has 90 days to review files and reach decisions.
September 23 -
The extension to Aug. 8 was offered by Sen. Ben Cardin, a Maryland Democrat, and cleared the chamber by unanimous consent. The House has yet to take up the bill but could pass it as soon as Tuesday night.
June 30 -
The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.
June 3 -
The changes being sought would benefit both small businesses and banks, which would avoid the cost of servicing many low-yielding loans.
June 2 -
Bankers spent Monday cleaning up damaged branches, wondering if their small-business clients will need more emergency aid and contemplating how the racial and economic inequalities highlighted by days of violent protests nationwide can be corrected.
June 1