Cathie Wood's Ark ETFs Sell $139M of Tesla Stock
By Divya BaljiThe sales amount to around 3% of ARK's Tesla stake, and the firm still holds well over $4 billion, making it one of Tesla's top 20 holders.
September 09, 2021
Morningstar Boosts Model Portfolio ResearchThe firm says it is doubling Analyst Rating coverage of model portfolios by the end of 2021.
September 09, 2021
SALT Cap Confounds House Democrats Crafting Taxes for Biden PlanThe nonpartisan Joint Committee on Taxation has estimated that repealing the SALT cap would cut taxes for more than 13 million people.
September 09, 2021
After NCAA Ruling, Morgan Stanley Takes On a New MarketSandra L. Richards tells ThinkAdvisor how the firm's specialized advisors help college athletes build a road map to financial success.
September 09, 2021
9/11 Remembered, 20 Years LaterSomeone who could have been at the World Trade Center looks at what that day means.
September 09, 2021
Mariner Wealth is Buying $600M Ohio RIAThe RIA now has a total of 395 advisors across 53 offices with $46 billion in assets under advisement.
September 09, 2021
New BlackRock Money Market Initiative Supports Black College StudentsThe firm has teamed with the Thurgood Marshall College Fund to support students of HBCUs and PBIs.
September 09, 2021
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative UnknownsFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.