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A California federal judge threw out Lionsgate Films’ lawsuit against TD Ameritrade, which claimed the brokerage firm infringed on its trademark in a recent ad referring to the studio’s 1987 movie Dirty Dancing, according to The Hollywood Rep...
Limitations on the deductibility of investment advisory expenses can have outsized impact on taxpayers with high adjusted gross incomes (AGI) or those subject to the alternative minimum tax (AMT). Taken together, the 2 percent of AGI limitation a...
The numbers don't add up.
The numbers from the recent academic study on the high percentages of “bad brokers” still serving clients at financial advisory firms got a lot of attention in the press (“The Wolves of Wall Street Are Everywhere...
Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes.
Wealth-X, in conjunction with Knight Frank, recently conducted an attitudes survey to gauge the behaviors and concerns of wealthy clients ...
VC committed to fintech. | BrianAJackson/iStock/Thinkstock
Funding and deals in the financial technology space hit a record high last year, due in large part to the rise in mega-rounds of $50 million or more, according to a new report by K...