The fund is an extension of the credit and distressed investing Third Avenue has done in its 23-year history and is being offered in response to investor demand.
Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found. Still, many financial advisors remain skeptical of such loans.
An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.
From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.
Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.
With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.
Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief Investment Strategist Sonali Basak made the list — see who else did.
