JPMorgan: All U.S. Employees to Return to the Office By July
By Jeff BermanBank of America, meanwhile, plans to send workers back by Labor Day.
April 28, 2021
IRS Pandemic Response Challenge: How Does Your Firm Compare?An oversight agency says the IRS employed many more people to answer the phones but took 64% longer to answer calls.
April 28, 2021
Why Younger Clients Are Establishing Donor-Advised FundsIncreasingly, donors establish DAFs while they are still working.
April 28, 2021
World's Top 10 Multimillionaire HotspotsThese cities have the most residents with $5 million to $30 million in assets, according to Wealth-X.
April 28, 2021
Biden Unveils $1.8T Family Plan, Tax Hike ProposalsNotably, the plan does not include an estate tax increase or an expansion of the SALT deduction.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
April 27, 2021
UBS Americas Posts $17.2B in Fee-Based Asset FlowsIts advisor headcount of 6,335 represents a decline of 161 from a year ago but a gain of 30 from year-end.
April 27, 2021
Creative Planning Strikes Its First 2021 Deal, Opens NonprofitIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.