Commercial banking
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Through collaboration with BlackRock, Fidelity Investments, Franklin Templeton and State Street, professionally managed model portfolios with alternative allocations are available via the firm's unified managed accounts.
June 18 -
Jamie Price of Osaic says attrition at his firm was below expectations during its recent internal consolidation of nine separate brokerages and that not having a self-clearing and self-custody business is an advantage these days.
June 18 -
Kathleen C. Engel is Research Professor of Law at Suffolk University Law School.
June 18 -
Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows.
June 18 -
George "Keith" Demetriades was accused of violating nonsolicitation clauses and misappropriating trade secrets after leaving for an RIA in 2023.
June 17 -
A group of tax organizations, including the NATP and NAEA, hopes to preserve the core tax functions relied on by tax professionals despite cutbacks at the IRS.
June 17 -
Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.
June 17 -
Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.
June 17 -
Adam Tahir, CPA, is a strategist at
Bizora , an AI-powered tax research and compliance platform built specifically for CPAs and tax professionals.June 17 -
Katerina Brahy is vice president of product and engagement at Maps Credit Union, a member-owned financial cooperative based in Oregon. She is currently researching how "relational risk" shapes loyalty, decision-making and long-term relevance in financial systems.
June 17 -
The prospect of prolonged talks with holdouts threatens Senate Majority Leader John Thune's goal of passing President Trump's tax-cut legislation by July 4.
June 17 -
Kevin C. Gillen holds positions as both a senior research fellow with the Lindy Institute for Urban Innovation and an adjunct professor of finance at Drexel University. His research is concentrated on applied work in the analysis of real estate developments and operation of real estate markets, including their fiscal, economic and financial implications. He holds a doctorate in economics.
June 17 -
The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.
June 17 -
In an analysis stretching back to 1926 of 75 different retirement scenarios, Craig Israelsen compares five different retirement portfolio withdrawal strategies, from a fixed annual amount to the 4% rule and RMD withdrawals.
June 17 -
As the chief people officer at Firstup, Sabra Sciolaro leads the organization's strategic initiatives to attract, develop and retain top talent, while fostering a culture of inclusivity, collaboration and innovation. She has a deep passion for people and a commitment to creating exceptional employee experiences. She believes people are at the heart of any organization's success and are dedicated to creating an environment where employees feel valued, empowered and inspired to perform at their best.
June 16 -
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Investors have been gravitating toward actively managed strategies, which have absorbed about 40% of industry inflows amid this year's market turbulence — the highest share ever.
June 16 - June 16
- June 16
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Daffy's campaign toolkit upgrade aims to boost donations via social functions: "People are inspired to give when they see others step up," said CEO Adam Nash.
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