Charles de Vaulx, chairman and chief investment officer of International Value Advisers, has died.
Morningstar reported the award-winning value-oriented portfolio manager apparently took his own life in his office in Manhattan.
De Vaulx's death at age 59 came seven weeks after the firm announced it would liquidate its two funds and cease operations. IVA, which managed $863 million at the end of 2020, reportedly completed its liquidation on April 19.
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
