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Cresset, Berman Capital to Form $20B Multifamily Office
By Janet LevauxBerman currently manages about $4.7 billion and has offices in Atlanta and Austin, Texas.
September 24, 2021
VIP Views on Today's Top Planning IssuesExperts weigh in on the pandemic's impact, as well as the latest portfolio, retirement and tax issues.
September 20, 2021
More Wealthy Business Owners Looking to Retire, Move or Sell: SurveyTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.
September 20, 2021
Tidemann Group, Alvarium Investments to Merge via SPACThe new firm, with $54 billion in assets, will be called Alvarium Tiedemann and trade on the Nasdaq under the ticker GLBL.
September 20, 2021
Kitces' XY Planning Urges SEC to Block Brokers From Offering Financial PlansSuch services are beyond the scope of "solely incidental" advice, says XYPN, which also wants the SEC to tighten rules around advisor titles.
September 09, 2021
SALT Cap Confounds House Democrats Crafting Taxes for Biden PlanThe nonpartisan Joint Committee on Taxation has estimated that repealing the SALT cap would cut taxes for more than 13 million people.
September 09, 2021
Don't Call Us an RIA. No Offense.There's nothing wrong with RIAs, but there's a new way to be an independent financial firm.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.