Finance News

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

Tuesday, January 16, 2024 | 2:00 PM ET

logo.png  By NB  Dec 5, 2023

Reverence Seeks Buyer for $2.5B Stake in Osaic

Reverence is seeking to sell up to 20% of Osaic, the broker/dealer network that rebranded from Advisor Group earlier this year.

logo.png  By NB  Dec 5, 2023

Hub International Acquires $2.3B AFS 401(k) Retirement Services

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

logo.png  By NB  Dec 5, 2023

IRS Criminal Investigation Unit Is Taking on More Crypto Tax Cases

The IRS has been asking individuals to disclose if they've transacted in cryptocurrency since the 2019 tax year.

logo.png  By NB  Dec 5, 2023