Financial Firms Spent $1B on Ransomware Payments in 2021
By Jack GillumThe Treasury Department says some 1,489 incidents were reported last year vs. 487 in 2020.
November 01, 2022
New Goldman Platform Advises Asset Managers on Launching ETFsGoldman expects the first client ETF developed through the platform to launch in 2023.
November 01, 2022
12 Luxury Brands That Get You Noticed in the Wealthiest CirclesOnce you are in the right crowd, you want to send the right signals that you belong there.
November 01, 2022
Foundations' Generosity Rose in 2021 With More Focused ImpactGiving increased by nearly 21% from foundations with $50 million to $500 million in assets.
November 01, 2022
How One Small Firm Uses Tech to Tackle Tax PlanningJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.
November 01, 2022
Social Security COLA: What Clients Don't Know Could Lead to a Claiming MistakeI've gotten calls from advisors whose clients want to claim benefits early to avoid missing out. Here's what I tell them.
November 01, 2022
New I Bond Rate Set at 6.89%The Treasury Department sold about $3 billion in I bonds last week while the 9.62% rate remained in place.
October 31, 2022
Treasury Sold More I Bonds In October Than All of 2021Nearly $1 billion worth of I bonds were sold Friday alone amid a rush to buy before rates reset.