by
Christopher Robbins
Passive index investors are in peril because of low expected returns from public asset classes, Seides said.
by FA Staff
Audent Capital Partners includes two subsidiaries: a multi-family office and a boutique asset manager.
by
Keshia Clukey, Donna Borak
The governor and state lawmakers have reached a tentative agreement to raise taxes on the wealthiest New Yorkers.
by
Venus Feng
Pledging shares is usually safe in a bull market, but can cause problems when prices fall.
by
Laura Davison
The step up in cost basis at death and other capital gains tax exclusions could be eliminated.
by
Katherine Burton, Tom Maloney
Bill Hwang and Archegos Capital Management are at the center of one of the biggest margin calls of all time.
by
Joyce Blay
Boston Private says family offices aren't on enough guard for cyberattacks, investment risks and health scares.
by
Ben Steverman
The figure is surprisingly large, researchers found.
by
Gaspard Sebag
A 2003 law prohibits UBS’s Swiss bankers from seeking out new clients in France.
by
Luke McGrath
His comments follow a series of proposed wealth taxes at the state and national level.
by
Nancy Cook
Lawmakers and the Biden administration are stepping up discussions about what measures could pass later in the year.
by
Laura Davison, Nancy Cook
Unlike the $1.9 trillion Covid-19 stimulus act, the next initiative won’t rely just on government debt as a funding source.
by
Sohee Kim, Yoojung Lee
Shares of Bom Kim's e-commerce giant Coupang surged as they began trading in New York on Thursday.
by FA Staff
The new platform will integrate fully with Envestnet’s existing ecosystem, including Tamarac and MoneyGuide.
by
Ben Steverman, Simon Hunt
The proposal requires households with a net worth of over $50 million to pay a 2% annual tax on their wealth.
