National wirehouses have been drawn into the political fallout from the SCOTUS decision to return the issue of women’s reproductive rights to states. Independent firms, with few exceptions, have been more muted in their response.
Three years since selling his independent advisory firm to Goldman Sachs, Joe Duran is helping integrate workplace-based planning firm Ayco with his old United Capital business to create a vertically integrated investment management unit for clients across the wealth spectrum.
With tax laws in flux, advisors need to take advantage of all the tools available to help clients maximize after-tax portfolio returns. Here’s a guide to navigating retirement planning in a changing tax landscape.
Patrick Egan’s interim suspension went into effect on June 21. Egan is a representative with the California-based firm Western International Securities, which was also named in the SEC's complaint.
Multifamily and industrial continue to be in demand among commercial real estate investors, in spite of the new challenges. But the investment environment is changing and with it the calculus for which assets to invest in.
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