Shaq Shaquille O'Neal
SPACs: Not So SPACtacular
Feb 03, 2021
Blank check companies are a great deal—for their sponsors. For investors? The results so far have been abysmal, argues Jon Henschen.
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How Billionaire Robert Smith Avoided Indictment in a Multimillion-Dollar Tax Case
Feb 03, 2021
How Vista Equity Partners’ boss parlayed connections, charity and cooperation to win a non-prosecution agreement from the Justice Department.
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Captrust Acquires $3B RIA Genovese Burford & Brothers
Feb 03, 2021
The acquisition brings Captrust a larger presence in Northern California and continues its strategy of combining retirement plan services with wealth planning.
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The SECURE Act One Year In
Feb 02, 2021
The much-ballyhooed SECURE act has been in effect for one year; what does that actually mean?
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The Sensitivity of Indexed Universal Life — Part 2
Feb 01, 2021
The time value of money.
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More Older Americans Stay on the Job. Working From Home Helps
Feb 01, 2021
Today, roughly 1 in 5 adults aged 65 and older remain on the job, according to the Bureau of Labor Statistics. In the mid 1980s, the ratio was closer to 1 in 10.
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Sponsored Content
Tax-efficient SMAs: Better than ETFs?
Feb 19, 2021
Exchange traded funds are a popular vehicle for investors to gain broad passive exposure—but so are custom separately managed accounts. From tax efficiency to customization, a custom SMA may offer benefits that an ETF can’t. Watch and learn why it...
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