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InvestmentNews
41 分钟
The Trump tax cuts are expiring, so what are advisors saying?
No matter what the Presidential candidates promise, like it or not, taxes are most likely heading higher at the end of next ...
InvestmentNews
44 分钟
Modern Wealth snaps up $1.4B Pesto Financial in biggest-ever transaction
The deal for the Idaho-based RIA vaults Modern Wealth past the $6B mark as it makes its freshman foray into the Pacific ...
InvestmentNews
2 小时
Art market upheaval is on the horizon, says global report
Declining representation in affluent portfolios, decreased spending from next-gen investors, and other forces are converging ...
InvestmentNews
2 小时
Dynasty Financial firm Americana Partners gets backing from Lovell Minnick Partners
The $8.5B AUM ultra-high-net-worth firm is looking to its next phase of growth fueled by a strategic private equity ...
InvestmentNews
3 小时
intelliflo boosts platform with new wash sale rule feature
The fintech provider is helping tax-conscious family offices and SMAs avoid the ire of the IRS with its latest redblack ...
InvestmentNews
3 小时
LPL lands $800M advisor group from Osaic
The independent broker-dealer's newest affiliate team offers planning and wealth management services to executives, engineers ...
InvestmentNews
4 小时
Wealth.com unveils partnership with Independent Advisor Alliance
The fintech provider is helping the $18B hybrid RIA maintain its growth momentum through its digital planning platform.
InvestmentNews
7 小时
Florida Pension wants to slash $4B of exposure to private debt
The Florida State Board of Administration is looking to sell a bundle of private credit stakes worth as much as $4 billion in ...
InvestmentNews
7 小时
Crypto Trump trade may not be so good after all
Bitcoin and stocks have wavered alongside this relative tightening in financial conditions, leaving the token facing its ...
InvestmentNews
7 小时
Tesla gains following surprisingly strong earnings
Tesla reported adjusted earnings of 72 cents a share, beating analysts’ average estimates for the first time in more than a ...
InvestmentNews
18 小时
Almost half of Americans living paycheck to paycheck resulting in some tough choices
Every day is a challenge when budgets are squeezed to the limit, but at times when spending typically surges some tough ...
InvestmentNews
18 小时
Equity-rich homes remain above historic levels, but gains are slowing
For most Americans their largest and most valuable single asset is their home, but how has the current housing market ...
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