Charles is a specialist on financial advisory industry topics. He was an editor for Investment News and has also written for Financial Planning, Family Wealth Report, RIABiz, Barron’s, The New York Times and Reuters. Twitter: @paikert
Sallie Krawcheck made a bold statement last week in her first public remarks since being tapped as president…
Many U.S. taxpayers with unreported income from hidden offshore accounts have decided to participate in the government's tax amnesty program, which ends tomorrow, according to tax attorneys.
U.S. taxpayers with unreported income from hidden offshore accounts received a three-week reprieve today from the Internal Revenue Service, which pushed back the deadline for its tax amnesty program from Wednesday to Oct. 15.
With next week's deadline for an Internal Revenue Service offshore amnesty program looming, American clients of Swiss banking giant UBS AG have been sent a letter by the bank warning that their undeclared income in Switzerland may be revealed to U.S. tax authorities.
Threshold Group, a Gig Harbor, Wash., multifamily office, and Ashbridge Investment Management, a Philadelphia-based MFO, have signed a letter of intent to merge.
Considering all that went wrong in the markets last year, 2008 turned out to be a relatively good year for multifamily offices, according to a study released today by Family Wealth Alliance LLC.
Evermay Wealth Management and Ayrshire Associates are merging to form what the principals hope will be a major wealth management player in the Washington market.
The downturn of the past year has had a profound effect on how financial advisers are managing client behavior and expectations.
All sacrifices are relative, but giving up your Nintendo GameBoy DSi console and donating it to an orphanage is no small matter when you are a 7-year-old boy.
Rehmann LLC, the Saginaw, Mich.-based accounting firm, is targeting Florida as a prime market to expand its wealth management business.
