BofA Overhauls Management Team
By Katherine DohertyThe bank is replacing its CFO and elevating five new members to its senior management team, including three women.
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
Mariner Wealth is Buying $600M Ohio RIAThe RIA now has a total of 395 advisors across 53 offices with $46 billion in assets under advisement.
September 09, 2021
New BlackRock Money Market Initiative Supports Black College StudentsThe firm has teamed with the Thurgood Marshall College Fund to support students of HBCUs and PBIs.
September 09, 2021
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative UnknownsFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.
September 09, 2021
Protective Life Corp. RebrandsThe company wants to tell people it will stand by their side.
September 09, 2021
Riskalyze Expands Connected Trading: Tech RoundupAlso, Broadridge Fi360 Solutions introduces enhanced Decision Optimizer software for financial advisors.
September 09, 2021
Janus Henderson Enters Crowded ESG Field With Five Active ETFsThe estimated expense ratios for the funds range from 0.35% to 0.60%.