-
At 29 years old, Chris King is the CEO and founder of Eaglebrook Advisors in Bethesda, Maryland, a cryptocurrency SMA platform with over $211 million in assets under management.
October 8
-
September's roundup of pressing issues in the wealth management space include an elder scam lawsuit embroiling Charles Schwab, accusations against Raymond James for failures in customer complaint reporting and more.
October 8
-
End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
October 7
-
The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7
-
-
Between sunsetting provisions, wealth tax proposals and much more, Nov. 5 will have serious consequences in tax.
October 4
-
U.S. Bank Wealth Survey reveals 76% of parents would rather talk to their children about their choice of candidate, than their finances, at 63%.
October 3
-
A costly provision of the Tax Cuts and Jobs Act of 2017 is in limbo as policy wonks call for either big changes or outright elimination of the policy.
October 3
-
J.P. Morgan Asset Management's automated tax services platform, 55ip, has rapidly expanded with partners including BlackRock, Fidelity and Raymond James Financial as demand to manage client taxes accelerates.
September 30
-
Advisors suggested emphasizing that investment management and financial planning work hand in hand.
September 30
-
A recent UBS Investor Watch report highlights a deeply divided country in which many view the economy as the main issue this election season.
September 27
-
Between the Internal Revenue Service's final rules on minimum distributions and proposed regulations on auto enrolling for Individual Retirement Accounts, here are top retirement landscape changes to be mindful of.
September 27
-
The president of Integrated Partners reflects on how working through a misstep led to a life lesson — one that built a foundation for a solid career.
September 26
-
-
Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.
September 26
-
The prospect of lower interest rates from the Federal Reserve helped buoy outlooks.
September 25
-
After cutting rates 50 basis points in September, the Federal Open Market Committee meets after Election Day to determine monetary policy. Gary Pzegeo, head of fixed income at CIBC Private Wealth U.S., provides his take on the latest move.
-
Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.
September 24
-
These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.
September 24
-
Our annual list of the 25 most powerful women in finance.
September 24
