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.
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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.
‘It’s sending shockwaves’: How Biden’s tax plans could turbocharge RIA dealmaking
Biden’s long-signaled capital gains tax proposal could be the tinder that sparks another surge of RIA dealmaking.
Pershing Splits Custody To Better Focus On RIAs
Pershing, which has some $2 trillion in assets, will now operate as two segments: Wealth Solutions and Institutional Solutions.
