Hightower Takes Stake in HNW-Focused Firm in Washington
By Jeff BermanThe investment in Highland Private Wealth Management is Hightower's fifth deal this year.
August 31, 2022
Small RIAs Likely Breaking New DOL Rollover Rule Without Knowing It: ERISA LawyerMany small firms are unaware of the rule and lack a compliance officer, Faegre Drinker partner Fred Reish says.
August 31, 2022
Up Next at Supreme Court: How Much Tax Pain Should Expats Face?The U.S. is unique in the level of tax torment it imposes on citizens abroad. But the justices could show mercy.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 30, 2022
Life Settlement Firm Plans to Go Public Through $619M SPAC DealAbacus Life is helping to oversee life policies that could pay $950 million in benefits.
August 30, 2022
Reg BI Enforcement to Zero In on RecommendationsThe SEC has released a strategic plan, setting out its goals over the next four years.
August 30, 2022
Top 10 RIA Deals in the First Half of 2022Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 30, 2022
Jeremy Siegel: Don't Take Powell's Words as 'Gospel'The Wharton School economist fears the Fed will go too far in raising interest rates to fight inflation.