Sponsored By

News

Uncle Sam picks businessman's pocket
Industry News & Trends
How CRE Investors Could Cash in On the Tax BillHow CRE Investors Could Cash in On the Tax Bill

Many of the provisions passed will have a positive impact on investors by putting more money back into their pockets in terms of tax savings.

byBeth Mattson-Teig
Dec 27, 2017
|
7 Min Read
bitcoin
Digital Assets
Cryptocurrencies Continuing to ThriveCryptocurrencies Continuing to Thrive
byWealthManagement.com Staff
Dec 23, 2017
2 Min Read
business-school
Industry News & Trends
Wall Street Banks Take on Summer School: Investing 101 for Rich KidsWall Street Banks Take on Summer School: Investing 101 for Rich Kids
byReuters
Jul 6, 2017
3 Min Read
In a very bold move asset management giant BlackRock bought robofirm FutureAdvisor at a reported valuation of 152 million Rather than competing agains
Industry News & Trends
Two Top 'Quant' Researchers Exit BlackRock as it Revamps Stock UnitTwo Top 'Quant' Researchers Exit BlackRock as it Revamps Stock Unit
byReuters
Jul 6, 2017
2 Min Read
crowded
Industry News & Trends
UBS: Here Are the Most Crowded Stocks in the World Right NowUBS: Here Are the Most Crowded Stocks in the World Right Now
Dec 27, 2016
1 Min Read
Carl-Icahn-1
Industry News & Trends
Icahn Probably Can't Fix the Regulatory System: Cass SunsteinIcahn Probably Can't Fix the Regulatory System: Cass Sunstein
Dec 27, 2016
4 Min Read
Bitcoins
Industry News & Trends
It's The Most Wonderful Time Of The Year For Bitcoin
It's The Most Wonderful Time Of The Year For Bitcoin
Dec 27, 2016
|
2 Min Read
byWealthManagement.com Staff
ComputerGuys
Industry News & Trends
Orion Launches Fee-Benchmarking Tool
Orion Launches Fee-Benchmarking Tool
Dec 23, 2016
|
2 Min Read
byWealthManagement.com Staff
JPMorgan
Industry News & Trends
JPMorgan Declares Debt the New Frontier in Battle for ETF Assets
JPMorgan Declares Debt the New Frontier in Battle for ETF Assets
Dec 22, 2016
|
2 Min Read
Carl-Icahn-1
Industry News & Trends
Icahn Named Special Trump Adviser to Roll Back Regulations
Icahn Named Special Trump Adviser to Roll Back Regulations
Dec 22, 2016
|
2 Min Read
hands-desk
Industry News & Trends
Define "Long Term"
Define "Long Term"
Dec 22, 2016
|
3 Min Read
byWealthManagement.com Staff
Ex-BlackRock Manager Gets 1-Year in Insider-Trading Case
Industry News & Trends
Ex-BlackRock Manager Gets 1-Year in Insider-Trading Case
Ex-BlackRock Manager Gets 1-Year in Insider-Trading Case
Dec 21, 2016
|
3 Min Read
Since we last rated the best podcasts for financial advisors just one year ago, over 5,000 new podcasts have been launched
Industry News & Trends
Ten Podcasts that Will Give You an Edge in 2017
Ten Podcasts that Will Give You an Edge in 2017
Oct 24, 2016
|
9 Slides
byJohn Kador
logo in a gray background |
Industry News & Trends
BRIEF-Crispr Therapeutics AG shares open at $15 in debut, above IPO price of $14/shr
BRIEF-Crispr Therapeutics AG shares open at $15 in debut, above IPO price of $14/shr
Oct 19, 2016
|
1 Min Read
top rias
RIA
The Top 10 RIAs of 2016
The Top 10 RIAs of 2016
Oct 17, 2016
|
11 Slides
byWealthManagement.com Staff
Tax Law Update: October 2016
Industry News & Trends
Tax Law Update: October 2016
Tax Law Update: October 2016
Sep 21, 2016
|
6 Min Read
byDavid A. Handler, Alison E. Lothes
St Jude Medical
Regulation & Compliance
St. Jude Medical Files Lawsuit Against Muddy Waters
St. Jude Medical Files Lawsuit Against Muddy Waters
Sep 7, 2016
|
1 Min Read
byMarthe Fourcade
logo in a gray background |
Estate Planning
Maryland High Court Sides With Tom Clancy’s Widow in Her Estate Battle
Maryland High Court Sides With Tom Clancy’s Widow in Her Estate Battle
Aug 26, 2016
|
2 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
logo in a gray background |
Industry News & Trends
Tax Law Update: September 2016
Tax Law Update: September 2016
Aug 25, 2016
|
7 Min Read
byDavid A. Handler, Alison E. Lothes
logo in a gray background |
High Net Worth
Turkey to Introduce a New Tax Amnesty Law
Turkey to Introduce a New Tax Amnesty Law
Aug 25, 2016
|
7 Min Read
byDr. Erdal Ekinci, Gunes Helvaci
A $46 Billion Finnish Fund Manager Is Very Worried About Trump
Equities
A $46 Billion Finnish Fund Manager Is Very Worried About Trump
A $46 Billion Finnish Fund Manager Is Very Worried About Trump
Aug 18, 2016
|
4 Min Read
byRaine Tiessalo
USA gymnastics team gold medal
High Net Worth
Rio 2016: IRS Is the Real Winner
Rio 2016: IRS Is the Real Winner
Aug 16, 2016
|
2 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
New York Stock Exchange
Equities
The New Wall Street: Even Big Banks Want Help Navigating Markets
The New Wall Street: Even Big Banks Want Help Navigating Markets
Aug 10, 2016
|
6 Min Read
byMatthew Leising and Annie Massa
NYSE
Real Estate
Cowen: The Party Politics of Stock-Market Investing
Cowen: The Party Politics of Stock-Market Investing
Aug 3, 2016
|
3 Min Read
byTyler Cowen
Tax Law Update: August 2016
Industry News & Trends
Tax Law Update: August 2016
Tax Law Update: August 2016
Aug 2, 2016
|
3 Min Read
byDavid A. Handler, Alison E. Lothes
Lehman Bros
Regulation & Compliance
Why White Collar Crime Is Here to Stay
Why White Collar Crime Is Here to Stay
Aug 2, 2016
|
3 Min Read
byPaul Barrett
American flag election
Real Estate
Winkler: Investors Like Election Years, Whoever Wins
Winkler: Investors Like Election Years, Whoever Wins
Jul 31, 2016
|
5 Min Read
byMatthew Winkler
forex trading
Regulation & Compliance
State Street to Pay $530 Million to Resolve Forex Fraud Claims
State Street to Pay $530 Million to Resolve Forex Fraud Claims
Jul 27, 2016
|
2 Min Read
New York Life
Real Estate
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits Say
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits Say
Jul 22, 2016
|
3 Min Read
bySuzanne Woolley
Patriarch in Pump-and-Dump Scheme Pleads Guilty - Again
Regulation & Compliance
Patriarch in Pump-and-Dump Scheme Pleads Guilty - Again
Patriarch in Pump-and-Dump Scheme Pleads Guilty - Again
Jul 21, 2016
|
3 Min Read
byChristian Berthelsen and Chris Dolmetsch
Wolf of Wall Street
Regulation & Compliance
‘Wolf of Wall Street’ Sued as U.S. Seeks 1MDB-Tied Assets
‘Wolf of Wall Street’ Sued as U.S. Seeks 1MDB-Tied Assets
Jul 20, 2016
|
1 Min Read
byDavid McLaughlin and Tom Schoenberg
AARP Files Amicus Brief in DOL Case
ETFs
AARP Files Amicus Brief in DOL Case
AARP Files Amicus Brief in DOL Case
Jul 14, 2016
|
3 Min Read
logo in a gray background |
High Net Worth
Turkey to Grant New Tax Amnesty for Residents’ Assets Abroad
Turkey to Grant New Tax Amnesty for Residents’ Assets Abroad
Jul 12, 2016
|
2 Min Read
byGunes Helvaci, Dr. Erdal Ekinci
New Education Resources Help Advisors With DOL Rule
Professional Development
New Education Resources Help Advisors With DOL Rule
New Education Resources Help Advisors With DOL Rule
Jul 12, 2016
|
2 Min Read
byThomas Seubert
logo in a gray background |
High Net Worth
IRS Takes Facebook to Court, Signaling Start of Tougher Approach
IRS Takes Facebook to Court, Signaling Start of Tougher Approach
Jul 8, 2016
|
4 Min Read
byLynnley Browning and Kartikay Mehrotra

Latest news

Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down

Feb 11, 2025

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices