Wealth Management industry news covering the financial markets, trends and wealth professionals.
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SIFMA expects a DOL fiduciary proposal in the second quarter of this year, renewing the industry’s concern over the possible legislation, which the organization says is contrary to the SEC’s.
Increasingly, global-minded philanthropists want to support causes overseas, triggering unique legal and tax challenges. Philanthropic experts Betsy Brill and Michael Donovan discuss how to guide charitable clients looking abroad.
Our industry soothsayers find plenty of reason to be optimistic about the future of the beleaguered supervisor, even as power is shifting to the producers.
President Obama has chosen his chief of staff Jack Lew to succeed Tim Geithner as the new Secretary of the Treasury, and many are already speculating that Lew will be good for Wall Street.
Like Robert Rubin, the Treasury secretary under Cl...