News

Advising Clients on Exit Planning Part 4

Wealth Management Mar 24, 2023 | 16:34 pm

De-risking the business is key to ensuring the client is left on financially solid ground post sale.

Tax Court Rules Debts Weren’t Deductible from Decedent’s Estate

Wealth Management Mar 24, 2023 | 16:31 pm

Children received taxable gifts when they purchased property at discount.

RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC

Wealth Management Mar 24, 2023 | 16:31 pm

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

The Pros Fail to Meet the Moment With Bond ETFs

Wealth Management Mar 24, 2023 | 15:45 pm

Actively managed fixed-income ETFs stumbled last year and only 40% are beating their benchmarks in 2023.

Citi Sues Morgan Stanley Wealth Defector Over $636M Book

Wealth Management Mar 24, 2023 | 14:38 pm

Citi sued Steven I. Taub in New York state court, alleging he was contacting former clients in violation of a 12-month non-solicitation agreement

Wealth Manager Is Building Advisory Team to Assist Gen Z Heirs

Wealth Management Mar 24, 2023 | 13:57 pm

Geneva-based Brainvest is expanding its offerings to assist a new generation of heirs who live around the world and sometimes spend beyond their means.

The WealthStack Podcast: Solving Integration Challenges Is Now a Reality

Wealth Management Mar 24, 2023 | 13:39 pm

Milemarker CEO Kyle Van Pelt, CEO discusses how advisors can avoid technological mistakes and create a seamless experience.