Finance News
Focused on the Future: Lazetta Braxton Offers Advice on Making an Impact by Doing the Work
Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.
By NB
Sep 7, 2023
High Earners Get Reprieve With Delay to Rule Change on 401(k) Catch-Ups
The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account, giving employers time to adjust.
By NB
Sep 7, 2023
How M&A is Impacting the Evolution of Wealth Management
Watch as Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.
By NB
Sep 5, 2023
A Look at a New ETF Focused on Real Estate Debt
While most real estate ETFs are structured off equity, the AXS Real Estate Income ETF joins a smaller group of ETFs focused on real estate debt.
By NB
Sep 5, 2023