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Quarterly To Semiannual Reporting Could Reshape The Investment Landscape
The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s
What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse
(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video
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How advisors can help families start smart with the expanded Child Tax Credit
Stimulus packages passed throughout the pandemic have created opportunities for advisors to be more proactive in financial planning for families.
The cult of the founder weighs on Vanguard
Vanguard’s aggressive move into the clubby world of the investment advisory business looks set for a clash with John C. Bogle’s legacy.
Evercore hikes pay, cautions new hires are slower to ramp-up
Revenues at Evercore were up 55% year-on-year to a record $662m in the first quarter.
SEC Highlights Need For Improvements In Investment Adviser And Private Fund ESG Policies, Procedures, And Practices
The SEC recently examined investment advisers, registered investment companies, and private funds that offer ESG products and services.