Finance News

401(k) Real Talk Episode 73: August 23, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

logo.png  By NB  Aug 24, 2023

Taxpayer Challenges IRS’ Aggregation of Two Minority Interests

The agency has previously lost on this issue in several cases.

logo.png  By NB  Aug 24, 2023

United Capital Never Found a Home at Goldman Sachs

“United Capital was an entrepreneurial firm, based on doing great things and having freedom and being able to function with autonomy. And then you go to a firm where you are completely locked down,” said one former Goldman Sachs advisor.

logo.png  By NB  Aug 24, 2023

Beta-Bing, Beta-Boom: Why Passive Investing May Be Setting Up Long Term Investors to Fail

Monday, September 25, 2023 | 2:00 PM ET

logo.png  By NB  Aug 24, 2023