Finance News

Gifting Carried Interest Derivatives

Opportunities for tax savings and legacy planning abound.

logo.png  By NB  Oct 19, 2023

From Corporate Finance to Passionate Financial Planner

Cooke Capital's Haley Tolistsky shares her unique journey into the profession.

logo.png  By NB  Oct 19, 2023

Passing Down a Home in a QPRT

Higher tax rates actually may help your client.

logo.png  By NB  Oct 19, 2023

Advisors, Asset Managers Bank on Alternative Investment Growth at CAIS Summit

Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?

logo.png  By NB  Oct 19, 2023