Location Root Tag

The Build Back Better reconciliation bill would raise the SALT cap to $80,000 from $10,000, and that impact varies widely from state to state.

(Bloomberg Opinion) — More than 100,000 people who used to work or live in New York State have received notices from the tax department questioning them about their whereabouts last year and asking why they paid less to the state than they have in years past.

A longtime Merrill Lynch veteran, Michelle Avan advocated for Black women and other under-represented talent.

The number of registered investment advisors in the Sunshine State is up 27% over the last 5 years.

The managing director was arrested for two domestic violence incidents over a three-week period.

Amerant Bank has invested $2.5 million in Marstone to provide a digital alternative to personal wealth advisors for new and existing clients. The technology "gets planning capabilities into the hands of any customer that wants them," says Jerry Plush, the Florida bank's new CEO.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

Jose Ramirez says he doesn't recognize the criminal mastermind portrayed in the SEC's complaint against him.

FINRA arbitrators ordered the wealth manager and closed-end funds manager to pay damages as it resolves outstanding claims stemming from the island’s fiscal crisis.

Government digital currency projects have the potential to displace banks and fintechs from the payment process. But three major participants — Accenture, Ant Group and Swift — argue that incumbents have a role to play.

The stock exchange has said it will end trading in shares of certain China-based companies, thanks to a long-running accounting dispute, writes Earl Carr.

Relations between the world’s two largest economies are at the lowest point in many years.

Hilltop was fined a total of $475,000, with $100,000 pertaining to violations of municipal securities rules.

Charles Doraine settled with the Financial Industry Regulatory Authority on Monday without admitting or denying FINRA’s findings.

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

Fear and worry are rampant. One client asked if any other client had recently returned from China.

So much faith has been put on the partial trade deal with China that stocks have nearly recovered since President Trump’s first round of tariffs on imports.

Among funds impacted so far, the Invesco China Technology ETF fell 2.8%, while the KraneShares CSI China Internet Fund lost 3.8%.

From Big Sky Country to the peaks of Colorado, here's a look at the metro areas offering owners the most stability and appreciation in home prices over the past 25 years.

Shareholders of both companies will meet separately next month to cast ballots on the $28 billion deal, and BB&T investors will also decide whether the new company should be called Truist Financial.