Gramercy Advisors Sues Jacksonville Jaguars Owner in Tax Avoidance Case
By Melanie WaddellBillionaire Shahid Kahn sued Gramercy after the IRS and state authorities disallowed tax losses he had claimed.
October 08, 2021
FINRA Clarifies Video Use, Links in Ad Rule FAQThe FAQ also addresses "targeted return" projections.
October 07, 2021
Education Department Overhauls Student Loan Forgiveness ProgramThe overhaul will provide about 49,000 student loan borrowers $4.5 billion in loan forgiveness, most of it previously denied.
October 07, 2021
Morgan Stanley Must Pay Over $100K to Client: FINRA Arb PanelThe client said the wirehouse failed to supervise when unsuitable investments were made on her behalf.
October 07, 2021
UBS Launches 3 'Collectives' to Connect Philanthropically Minded ClientsThe initiative aims to combine clients' expertise and mobilize their capital to address major issues.
October 07, 2021
Michael Kitces: The Problems With Crypto for Financial AdvisorsKitces' concerns include a questionable investment thesis, holding and storage difficulties, and liability risks.
October 07, 2021
Merrill to Pay $850K FINRA Fine Over Short Sale ViolationsThe wirehouse misapplied the SEC-approved Multi-day Approach on at least 6,000 occasions, FINRA alleged.
October 07, 2021
Fidelity Launches 4 Passive Thematic ETFsThe ETFs invest in clean energy, cloud computing, digital health and electric vehicles.