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IRS wants to streamline tax disputes with new focus on alternative programs
Alternative Dispute Resolution Program Management Office formed.
Concurrent invests in tomorrow with leadership hires
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to next-growth, next-gen talent, and succession.
New DOL rule no big deal, says Stifel’s Kruszewski
"It appears to be less restrictive than what was proposed," says CEO.
Concord ups the ante on Hipgnosis takeover battle
The music rights investor increased its bid to own the London-listed company’s enviable library of songs from iconic acts.
Future Proof unveils plans for Miami event
The Future Proof Citywide Event next year will assemble over 2,500 stakeholders across the wealth, alternatives, and fintech spaces.
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
Millennials, Gen Z starting earlier on ‘serious’ financial planning
Compared to boomers, younger generations are getting quicker starts to equipped themselves for their financial journeys.
Carson Group welcomes new CFO to executive leadership team
Carson Group has hired Daniel Applegarth from Orion Advisor Solutions…
Retirement income from four sources is expected by half of future retirees
Advisors should help clients consider retirement surprises, survey suggests.
Nationwide’s Eric Henderson set to step down
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
Advisor recruiting getting “irrational,” says Ameriprise CEO
"I do believe that the market is very competitive," says Ameriprise CEO Cracchiolo.
Showtime for HSBC’s wealth strategy as it unveils NYC office
The banking services giant is making a statement to high-net-worth and ultra-affluent individuals with its flagship center in New York.
Fidelity hits HSA record amid assets, adoption boom
Firm is now the second-largest provider of health savings accounts, with HAS assets quadrupling to $24B since 2020.
Poll shows Americans lack action when it comes to estate planning
Survey of US adults finds stunning shortfalls, with behavioral differences running along gender, wealth, and generational lines.
American teens stressed about their parents’ finances and their own
Most want to know more about money to avoid the pitfalls.
EQT focuses on growth for private wealth business with new Americas head
The Swedish investment firm has four offices in the US.
Buy the dip in global stocks: Citigroup
Strategists say equities have increased their appeal.
Investors in ‘disappointing’ funds pioneered by Ray Dalio demand exit
Risk-parity funds promised a lot, but investors want their money back.
Gold in decline after biggest one-day drop in two years
Geopolitics and higher-for-longer rates are weakening demand.
Binance’s bitcoin trading market share tumbles as rivals gain
World's largest crypto platform's share of trades drops from 81% to 55%.
