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The Latest

  • M&A
    Schwab to buy fixed-income manager with $10.5B in assets

    The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

    By John Gittelsohn
    February 25
    Charles Schwab Corp. signage is displayed on the door of an office building in New York, U.S., on Thursday, April 12, 2018. Charles Schwab Corp. reported earnings per share for the first quarter that beat the average analyst estimate, with 443,000 new accounts, the highest quarterly level in 18 years, chief executive officer Walt Bettinger said in a statement. Photographer: Christopher Lee/Bloomberg
  • Douglas Bystry

    Douglas Bystry is the founder, president and CEO of Clearinghouse CDFI. Bystry is considered an expert in financial institution management and tax credits, with over 30 years of experience raising and deploying capital to low-income communities. He chairs the California Organized Investment Network (COIN) Advisory Board and More Good Days Foundation. He previously served as an Orange County city councilman. Prior to founding Clearinghouse CDFI, Bystry was executive director of Santa Ana Neighborhood Housing Services and executive director of the Affordable Housing Clearinghouse, CCDFI’s nonprofit community partner. Bystry has helped deploy over $1.8 billion in capital into low-income communities throughout his career.

    February 25
  • Art Saldana

    Art Saldana is a digital retailing client solutions architect for Cox Automotive.

    February 25
    Art Saldana
  • Tax strategy scan
    12 tax deductions and credits clients shouldn't overlook: Tax Strategy Scan

    Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.

    shilling-andrew-36selecta.jpg
    By Andrew Shilling
    Manager, Editorial Operations
    February 25
    Thanks to the higher estate tax exemption under the new tax law, advisors are revisiting an old strategy called upstream planning to enable their clients to save capital gains taxes on highly appreciated assets, according to this article on Barron’s.
  • ETFs
    State Street’s $2B loan ETF posts biggest outflow ever

    The SPDR fund saw a one-day exodus of $372 million as the sector struggles amid bets that the Fed will cut rates to mitigate damages from the coronavirus.

    February 25
    State Street’s Consumer Staples Select Sector SPDR ETF, which lost more than $773 million in the first five months of the year, reported $583 million of inflows for the month of June.
  • Luke Mathers
    February 25
    Luke Mathers
  • Lori Murray
    February 25
    Lori Murray
  • Troy Pospisil

    Troy Pospisil is founder and CEO of InCloudCounsel, a legal technology company.

    February 25
  • Debbie Gamble

    Debbie Gamble is chief innovation officer of labs and new ventures at Interac Corp.

    February 25
  • Retirement scan
    What taxes will my clients owe in retirement?

    Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.

    Paola Peralta reporter Financial Planning
    By Paola Peralta
    Associate Editor
    February 24
    Retirement Scan 10/4
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