Featured
Andreessen Horowitz Makes A $3 Billion Bet Against The AI Bubble
An artificial intelligence startup that helps developers write and debug code is now worth nearly as much as United Airlines.
Trump Is Going To Davos — Here Are The Big Names Who Aren’t
President Donald Trump will attend the World Economic Forum in Davos in person for the first time since 2020.
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Morgan Stanley Wants To Bring In One Million Wealth Management Clients From Stock Plans As It Attempts To Build One-Stop Financial Shop
The firm is looking to complete this process over the next five to seven years via a variety of offerings on the company’s growing platform.
Family Offices Encouraged To Review Estate Plans Under New SECURE Act
A shift in how inheritances and retirement accounts are treated could compel family offices and wealth planners to shake up their estate plans.
Could Now Be The Right Time For The Virtual Family Office?
While traditional family offices focus on the financial side of the dynastic client, virtual family offices often also consider "soft" services.
Massachusetts Advisor Rule Is Premature
Similar fiduciary standards have been adopted elsewhere, including New Jersey and Nevada, and several other states are also considering proposals.