Finance News
Adding a Tax Reimbursement Clause with Beneficiaries’ Consent
The Internal Revenue Service issues new guidance on whether it’s a taxable gift.
By NB
Feb 1, 2024
Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator
One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.
By NB
Feb 1, 2024
For Muni Investors, It's Been a Dry January
In November, municipal bonds gained 6.35%, their best single month since August 1982. In January, munis posted a loss of 1.05%.
By NB
Feb 1, 2024
The Word on WealthTech for February 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
By NB
Feb 1, 2024