8 Wealth Planning Insights From a Business and Estate Lawyer
By John ManganaroMonique Hayes has seen a lot of things go wrong when wealth changes hands.
March 08, 2024
Commonwealth Still Fighting $111.5M SEC Suit Over Mutual Fund FeesThe firm hopes to limit the damages it must pay to between $5 million and $24 million.
March 08, 2024
House Passes Accredited Investor BillThe House also passed a bill requiring the SEC to allow the electronic delivery of documents.
March 08, 2024
Trump Arranges $91.6M Bond to Appeal Carroll VerdictHe's also been ordered to pay $454 million for inflating his net worth by billions of dollars a year to get better loan terms.
March 08, 2024
A Medicare Plan Distributor Reacts to the State of the Union AddressFor the author, it's all about the baby boomers.
March 08, 2024
No Changes Coming to Reg BI: SEC ChiefThe next front in the SEC's war on conflicts of interest is the controversial predictive data analytics rule.
March 08, 2024
BlackRock to Buy $4.8B SpiderRock Advisors to Boost SMA BusinessThe deal will help BlackRock meet growing demand for tax management and personalization, a wealth exec says.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.