In|Vest West 2018 Direct

UBS executives estimate their plan to raise rates on certain accounts will cost the firm $50 million. A new suit cites that as evidence that the firm "violated its obligations to its clients."

Jack Maddock currently serves as the accounting product lead at Rho, a business banking startup. He previously spearheaded the global development of the accounting product at Wise.

Alexandre Gonthier is the founder and CEO of Trustly, Inc., which offers open banking payment facilitation.

The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Now the questions are: how much, and how often.

A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.

Analysts say that firms that are forced to start paying clients higher rates may have to raise their advisory fees and cut costs to make up for the revenue losses.

These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.

Jasen D. Hanson is a shareholder in the Tax Controversy and Litigation Group at Chamberlain Hrdlicka in Atlanta. He helps high-net-worth individuals and closely held family entities resolve issues before the Internal Revenue Service and Department of Justice – Tax Division, from examination through appellate court review.