Finance News
Fiduciary Exception May Allow Access to Otherwise Privileged Documents
New York court allows minority owner to obtain information despite attorney-client privilege.
By NB
Jul 27, 2023
Taxpayers Denied $5.2M Charitable Deduction
They didn’t meet documentation requirements, and their appraisals contained valuation misstatements.
By NB
Jul 27, 2023
Focused on the Future: Heather Fortner Shares Her Journey, Lessons and Advice on Making it to the C-Suite
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.
By NB
Jul 27, 2023
JPMorgan Gains Ground as BlackRock’s Grip on ETF Market Loosens
JPMorgan has raked in nearly $24 billion across its 56 US funds so far this year, which accounts for 9% of overall ETF flows in 2023.
By NB
Jul 27, 2023