15 Capital Gains Tax Facts to Know
By Emily HolbrookWhat advisors should know about changing tax laws, depreciation and the treatment of assets like collectibles and options.
November 11, 2021
Jackson Executives Talk About the Annuity Gameboard: EarningsThe company is tilting away from guarantees. Other carriers also posted earnings.
November 11, 2021
Jury Finds Priest Serving as Hedge Fund Advisor Made False StatementsHowever, the jury did not find the priest engaged in a fraudulent scheme or that he violated the Investment Advisers Act as alleged by the SEC.
November 11, 2021
'Wolf of Wall Street' Prosecutor Joins Crypto Investment Startup as General CounselAdam Schuman is taking over as the top lawyer for ex-Morgan Stanley co-president Zoe Cruz's digital asset investment banking company Menai Financial Group.
November 11, 2021
Evergreen Annuity & Life Aims to Serve Cannabis GrowersToday, cannabis firms often have trouble finding life insurers that will take their payments.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.
November 11, 2021
Creative Planning to Buy $110B Retirement UnitThe new business will be known as Lockton Retirement Services, an Offering of Creative Planning.
November 11, 2021
10 Life, Health and Annuity M&A Possibilities for Year-EndAs firms seek deals in Q4, here are some possibilities, from predictable to out-of-this-world.