Practice

DeVoe’s lookback at 2021 reveals trends and surprises.

While the giant wealth manager has won the balance of 23 decisions so far, it’s facing a wave of cases seeking hundreds of millions in damages.

Democrat-leaning states argue that the $10,000 SALT cap deduction is politically motivated and violates the U.S. Constitution.

Relationships, simplicity and a little hard work can go a long way.

The midsize wealth manager racked up millions of dollars in sales of an alternative product without adequate due diligence, according to FINRA.

Like their cryptocurrency cousins, non-fungible tokens are generating market interest, and tax confusion.

Wall Street’s push to refill office towers across the country has been derailed again.

Spending down savings is a challenge for many in older age

If approved, the agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.

Over the past 12 months, the financial services industry has tried to confront its diversity issues while at the same time delivering stark reminders of how much work still needs to be done.