Aquila Management Corp., the investment advisor of the
Rae will be responsible for sales, marketing and shareholder servicing throughout the state of Colorado. The Rocky Mountain Equity Fund invests primarily in stocks of companies based in the Rocky Mountain region. The Tax-Free fund is a Colorado municipal bond fund.
Rae joins Aquila from
State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.
From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.
In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.
As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.
With three years of market appreciation buoying most advisors' revenue generation, Morgan Stanley says: Produce a bit more or see a small pay cut.
Brokerages applaud a new rule that will relieve them of the obligation to monitor advisors' side gigs such as driving for Uber or bartending. But regulators say they still have plenty of obligations to monitor outside business activities.
