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Tax season

12 tax tips for the 2021 filing season

Experts have identified a dozen credits, deductions and more as worth particular attention this year.

By Roger Russell

2h ago
Fintech

Robinhood raises an additional $2.4B from investors

The latest round of financing, following last week’s emergency infusion, suggests its initial public offering hangs in the balance

By Annie Massa

3h ago
Bank Investment Consultant

3h ago
On Wall Street Magazine

3h ago
Top 40 Under 40

Top 40 Regional BD Advisors Under 40 countdown: 21-40

At an average age of 37, the top-producing brokers operate in 18 different states, plus the District of Columbia and Guam.

By Tobias Salinger

4h ago
M&A

Insurer to buy $3B TAMP as incumbents seek wealthtech convergence

Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.

By Tobias Salinger

4h ago
Magazine Issue Year 2021

Advisor fraud: the worst-case scenario

Allegations of murder, years-long theft and “hidden secrets of the wealthy.” What happened — and where were the regulators?

5h ago
Magazine Issue Year 2021

January/February 2021

Advisor fraud: the worst-case scenario
Compensation

Wells Fargo trimmed CEO Scharf’s pay to $20.3M in 2020

Net interest income, the firm’s biggest source of revenue, sank 16% last year.

By Hannah Levitt

5h ago
4 'unstoppable' investing trends to watch in 2021 and beyond

Keep an eye on Asia, longer lifespans, the digital world, and green tech, writes Ida Liu, head Of Citi Private Bank, North America.

By Ida Liu

6h ago

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