Right after the passage of the 2017 Tax Cuts and Jobs Act, most RIAs said the changes would benefit their clients. In the final days of tax season, fewer are saying the same thing, according to a recent survey.
The "temporary" tax got new life.
Luxon Financial announced today that its wealth management division Cary Street Partners will join forces with Tradition Capital Management, combining $3.5 billion in managed assets.
Globally, impact investing represents over half a trillion in assets under management.