Finance News

Bridging the Advisory Gap Between Generations

LPL Financial's Jared Fingeret discusses the firm's acquisition strategy

logo.png  By NB  Jun 21, 2024

Democratizing Access to Advice

Mark Evans, president and CEO of Conquest Planning, discusses how his firm works to provide advice to all clients, not just the high net worth. 

logo.png  By NB  Jun 21, 2024

Supreme Court Upholds US Tax on Foreign Business Income

The federal government estimates the mandatory repatriation tax would bring in $340 billion over 10 years.

logo.png  By NB  Jun 21, 2024

CAIS Cuts Fees, Seeking to ‘Democratize’ Alternative Investments

CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.

logo.png  By NB  Jun 21, 2024

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