Finance News
Ultra-Rich Buy Ultra-Luxury Counseling to Get Kids Into Harvard
With 24/7 tutors and lots of hand-holding, high-end consultants are taking the admissions race to the next level.
By NB
Sep 16, 2023
IAA Asks the SEC to Redefine 'Small Advisors'
The SEC should classify smaller firms based on employee headcount instead of assets under management, according to the IAA’s General Counsel.
By NB
Sep 16, 2023
Donor Advised Funds vs. Private Foundations
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and privat
By NB
Sep 16, 2023
Workforce Housing: Finding Asymmetrical Returns in Uncertain Times
Tuesday, October 10, 2023 | 2:00 PM ET
By NB
Sep 16, 2023