How the World's Biggest Fortunes Have Grown Since Trump's Election
By Dinah Wisenberg Brin and Katie RassNine of the 10 richest people have added billions to their wealth since Nov. 5.
November 14, 2024
Captrust Buys $5B RIA Based in BostonThe acquisition of Boston Financial Management includes three new office locations and 45 staffers in Massachusetts and Maine.
November 13, 2024
Mercer Adds Nearly $1.7B in Assets via Two DealsThe RIA acquired Waypoint Capital and Chapel & Collins, which serve wealthy families.
November 13, 2024
JPMorgan’s Kelly Says Trump Tariffs to Hit Growth, Fan Inflation“The first smoke signals suggest that the tariff approach will be very aggressive,” Kelly told Bloomberg Television.
November 13, 2024
Goldman Sachs Consolidates Family Office PlatformThe firm has integrated its Ayco and private wealth management family office offerings.
November 13, 2024
Ex-Branch Manager Accuses Wells Fargo of 'Extreme and Outrageous' ConductMaureen O’Donnell has sued, alleging harassment, retaliation and wrongful termination.
November 13, 2024
ACORD Completes New Standardized Life Insurance ApplicationThe form could help clients avoid delays and paperwork problems — if issuers adopt it.
November 13, 2024
No More Waivers: IRA Beneficiaries Must Take RMDs in 2025The IRS has been clear that additional taxpayer relief will not be forthcoming around these distributions.