Practice

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.

The Swiss bank added a sprinkle of new US advisors for the first time in years, amid record quarterly profits and plans for global job cuts.

Profits slumped last year and many investors are now voicing their displeasure with the compensation awarded to senior leaders. A nonbinding “say on pay” vote taken Tuesday passed narrowly, but Chairman Charles Noski indicated that the board will take the results into account when designing future pay packages.

The actively managed offering will be available as soon as this summer, according to sources familiar with the plans.

In releasing their annual snapshot, state securities agency officials pledged to provide clarity around the compliance headache for small practices.

If passed, the package would end the step-up in basis provision, which will mean significantly larger tax bills for wealthy estates.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.

Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.