-
Vice President Kamala Harris outlined a raft of populist economic proposals in her first major economic speech since securing the Democratic presidential nomination, including some aimed at lowering housing costs and boosting supply.
August 16 -
Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.
August 16 -
Art loans function as lines of credit, so clients draw on them and pay them back as they can.
August 16 -
Harris economic proposals envision tax cuts and subsidies
August 16 -
A FINRA study found nearly 400 firms, or 65% of the broker-dealers surveyed, have some hand in crypto assets and trading, as the once-novel asset class becomes normalized. But that still doesn't make it normal for regulators.
August 15 -
Ashley Fontanetta is senior vice president, client advisor with Whittier Trust, providing advisory and administration services to high net worth individuals and families.
She specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic entity or are looking to create one. Prior to joining Whittier Trust, she worked as a financial advisor. Prior to that, she spent several years as a director of a nonprofit organization serving chronically ill youth in Los Angeles and the Bay Area.
August 15 -
The first half of 2024 marked a record stretch for ETFs, but not all funds were lifted by the rising tide.
August 15 -
Dave Warfel is Head of Aviation, North America for global insurer Allianz Commercial. Dave has two decades of aviation insurance experience with a background in general aviation, product liability and airline underwriting. He is a graduate of the Institute of Aviation at the University of Illinois and is a licensed commercial pilot.
August 15 -
Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.
August 15 -













