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Foundation Source Buys Fintech Firm Powering Charityvest
By John ManganaroThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 15, 2024
Citi Posts Gains Across Board as Trading Beats ExpectationsCitigroup Inc.'s traders turned in their best third-quarter performance in at least a decade as they benefited from the surge in volatility across asset…
October 15, 2024
Goldman Profit Jumps 45%; Stock Trading Set for Record YearThe bank's asset and wealth management business posted revenue of $3.75 billion, up 16% from a year earlier.
October 11, 2024
BlackRock Enters New League With $450B in Alternative AssetsThe closing of the firm's $12.5 billion acquisition of GIP means it's closing in on industry leaders like Blackstone, Apollo and KKR.
October 10, 2024
Trump Vows to End Income Taxes on Americans Living AbroadCurrently, all expats must file tax returns but those who make $126,500 or less aren't required to pay any U.S. taxes.
October 09, 2024
Annuities Can Provide Tax Bracket CushionsAnnuities are not just for middle-income retirement savers, a CFP says.
October 09, 2024
New UHNW Wealth Management Outsourcing Platform Comes to MarketThe new Family Office Resource Group offers a white-labeled solution for wealth managers.
October 03, 2024
Debate: Is the 20% Business Income Deduction Worth It?Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.