Finance News
Live from Heckerling: Increasing Diversity in Estate Planning, One Year Later
Two fellowship participants share their experiences.
By NB
Jan 12, 2024
The Billionaires Income Tax Act and the Moore Case
The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.
By NB
Jan 12, 2024
The Diamond Podcast for Financial Advisors: 2023’s Most Valuable Insights
An annual digest for financial advisors with hosts Louis Diamond and Jason Diamond.
By NB
Jan 12, 2024
AllianceBernstein Names Jackie Marks CFO
Replacing interim CFO Bill Siemers, who has been in the role since June, Marks has held similar posts at Thompson Reuters, Mercer and Condé Nast.
By NB
Jan 12, 2024