Sequoia Financial Buys Wealth Team From Large Accountant
By John ManganaroThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
August 28, 2024
Buffett's Berkshire Hathaway Tops $1 Trillion in Market ValueThe company's stock has gained 30% in 2024, not far behind the so-called Magnificent Seven.
August 28, 2024
Osaic Makes High-Level ChangesTwo executives, including Dimple Shah, will have expanded roles, the firm's CEO said in an internal memo.
August 28, 2024
12 States With the Highest Property TaxesThe taxes paid by homeowners can vary widely and make up about a third of state revenue, the Tax Foundation reports.
August 28, 2024
Conflicted IRA Advice Widespread as Fiduciaries Lack Oversight, Watchdog FindsThe IRS, tasked with enforcing prohibited transaction rules through excise taxes, lacks an effective way to do so.
August 28, 2024
Equitable Faces Return of Life Policy Reinstatement ClaimA 2nd Circuit panel found there may be a genuine dispute over how the insurer made a decision.
August 28, 2024
SEC Retreats From 'Swing Pricing' Mandate for Mutual Funds After Stiff OppositionThe plan would have imposed swing pricing during periods of high redemptions, making it costlier for investors.
August 28, 2024
Trump Says His Plan to Renew 2017 Tax Cuts Will Pay for Itself"We're gonna have tremendous growth," he said when asked about the cuts, expected to cost $4.6 trillion.