Mutual fund companies are increasingly looking around the world for areas to growth through mergers and acquisitions, The Wall Street Journal reports.
Of the 42 M&A deals in the first quarter, half were cross-border deals, according to
The 42 deals covered total assets under management of $670 billion, for which companies paid $10.5 billion.
“The U.S. mindset is definitely becoming more globally centric,” said Darlene DeRemer, a partner with
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
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Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
