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Money manager Brian Heywood has already spent nearly $7 million of his own money to get six ballot initiatives in front of Washington State voters this November, half of them tied directly to taxes.
January 23
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Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.
January 23
Wealth.com -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22
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The Internal Revenue Service has revised the question it has asked in recent years about income from digital assets such as cryptocurrency on the Form 1040 for individual taxpayers this tax season and added it for the first time to tax forms for estates, trusts, partnerships and C and S corporations.
January 22
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The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.
January 22
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Greg Wilson of the Wall Street giant's Asset & Wealth Management unit wants to provide employees with tailored plans using a blend of technology and personal financial coaching.
January 22
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A new provision enables employers to contribute to a workplace 401(k) plan when an employee pays their student loan debt.
January 22
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The GameStop saga is long over, but the retail investors who drove it could turn into long-term clients if wealth management firms adapt to changing times.
January 19
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The former Morgan Stanley CEO got a 17% bump in his final year at the helm.
January 19
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The bank is betting on attracting high net worth clients in the wake of last year's turmoil.
January 19
