8 Trusts That Can Help Reduce Estate Taxes
By Tom NawrockiIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
April 20, 2021
RIA Sequoia Financial Strikes Deal, Pushing Assets to $7BThe merged Ohio firms will operate under the Sequoia name in Colombus and have about 110 employees.
April 20, 2021
Marguerita Cheng: To Boost Advisor Diversity, Look Beyond RecruitingThe Blue Ocean Global Wealth founder tells ThinkAdvisor that the industry should encourage teamwork over cutthroat competition.
April 20, 2021
UBS Nabs $1.8B Wells Fargo Private Bank TeamThe three-person team has joined UBS in the South Florida market.
April 20, 2021
FINRA Suspends Broker Named as Client TrusteeThe broker, now at Waddell & Reed, violated Cetera's broker-as-beneficiary rules, FINRA says.
April 20, 2021
Genworth Files 'Red Herring' for Mortgage Insurance Unit IPOThe unit says its parent's challenges in the long-term care insurance business could cause headaches.
April 20, 2021
Goldman Reveals Black Workforce Numbers for the First TimeOf the bank's 1,548 U.S. executives, senior officials and managers, 49 — or 3.2% — are Black. Overall, Blacks account for 6.8% of its U.S. workforce.
April 20, 2021
Types of Annuities: 9 Questions AnsweredHere's what investors should know about annuity contracts, including when income begins for each type.