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A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
British Heir To JCB Threatens To Relocate Multi-Billion-Pound Firm To The US In Protest Over Rachel Reeves' Inheritance Tax Raid
(Daily Mail) - The heir to the JCB manufacturing fortune has threatened to leave the UK due to Rachel Reeves
Recent
SEC Questions Funds Over ESG Labels
The U.S. securities regulator has been asking money managers to explain the standards they use for classifying funds.
How Low Can Fund Fees Go?
Our research shows the average expense ratio for investors has fallen by more than half since 2000.
From Fad to Force, Sustainable Investing Sweeps Wall Street
Sustainable investing has gone way past fad to become one of the steadiest forces on Wall Street.
Model Portfolios Bring Fresh Thinking to the 60/40 Debate
Some market observers are debating whether or not the idea of 60 equities/40 fixed income split has run its course.