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Beverley Schottenstein steps back into legal combat against her grandsons — two brothers — after a deal to hash out an agreement over their mishandling of her $80 million fell apart.
June 9
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The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.
June 9
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Merrill Lynch, Ameriprise Financial and Hightower Advisors are on the list for the 2021 Digital Wealth Management Impact Innovation Awards.
June 9
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The firm’s head of advisors says implementation required significant additions and enhancements.
June 9
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The China-based company is said to be working with Goldman Sachs to prepare for the share sale, which could take place as soon as this year.
June 9
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DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.
June 9
J.P. Morgan Wealth Management -
The four largest U.S. banks face investor pressure to deliver the returns of smaller rivals, but they complain that the federal deposit cap and capital rules make that difficult. So they're pouring money into wealth management, payments and digital banking to seize more market share in existing businesses and fend off nonbank challengers.
June 9
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Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8
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A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.
June 8
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Some world’s wealthiest individuals paid little to no federal income taxes, IRS records show.
June 8
