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House Democrats Float Bill to Close Carried Interest Tax Loophole
By Melanie WaddellThe carried interest loophole "has allowed private equity tycoons to pay lower tax rates than their secretaries," said Rep. Bill Pascrell, one of the bill's sponsors.
January 06, 2021
Rockefeller Adds $1.4B Illinois RIABuying Whitnell & Co. supports the firm's Midwest expansion plans and comes about two months after it opened its first Chicago office.
December 17, 2020
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech RoundupAlso, Broadridge appoints a chairman for its LTX trading platform.
December 15, 2020
DOL Fiduciary Rule Clears White House ReviewLabor Department's policy, though, "is unlikely to stand in the Biden administration," said Consumer Federation of America's Barbara Roper.
November 06, 2020
15 Questions to Guide Family Charitable DiscussionsThis holiday season, family members may be inspired to participate for the first time or change their giving strategy.
October 30, 2020
FBI Hunts Advisor Who Went Missing Amid Fraud ChargeThe Atlanta-area advisor, who disappeared in September, faces a class-action lawsuit by clients and a warrant for his arrest.
October 06, 2020
Famous Folks (Real and Fictitious) Who Worked From HomeGranted, some of these people (and characters) had special situations...
October 02, 2020
Family Offices, Wealthy Investors Wary of Investment RisksWealthy investors expect 1% to 5% portfolio returns in the next 12 months, a Citi Private Bank survey finds.