Finance News
Tokenbridge, A Distributed Ledger Technology Startup, Launches
While clients and funding remain under wraps, the firm has plans to tokenize and revitalize the investment industry.
By NB
Nov 30, 2023
A Taxpayer Victory for Americans Living Abroad
Federal court finds foreign tax credit can offset net investment income tax.
By NB
Nov 30, 2023
LPL Hires Wells Fargo Alum Jim McHale as CCO
McHale succeeds Mark Seffinger, who is leaving the firm; he'll report to Executive Vice President and Chief Risk Officer Brent Simonich.
By NB
Nov 30, 2023
Thinking Ahead – A Wise Approach to Special Needs Trusts
Draft estate planning documents with flexibility to account for a future diagnosis.
By NB
Nov 30, 2023