Some alternatives offer solid returns that may outperform equities over time. But these high potential returns may come with a high correlation to equities so they don’t offer a high level of diversification. A...
Combination advances a scalable, real-time, technology-driven equity compensation platform that delivers leading digital experience to public and private clients of all sizes Clients to benefit from full suite of capabilities and services to drive...
Article 0 Comments The FBI has disrupted a group of hackers working at the direction of the Chinese government who targeted universities, government agencies and other organizations, Director Chris Wray said last week. The...
Start Slideshow RIAs today face an increasingly competitive playing field. Since just a year ago, their ranks have increased by 374 to 15,860 advisors, according to a new report from SmartAsset. Faster connections, expanded...
What You Need to Know In 2015, the Mack family started building a home on Virgin Gorda. Four years later, they actually moved in for good and then did an estimated $18 million renovation....
CAIS, an alternative investment platform for independent financial advisors, recently announced expanded offerings of strategies from alt investment managers. Firms that have introduced strategies on CAIS Marketplace in 2024 include BlackRock, Blackstone, FS Investments,...
Toronto, ON (Sept. 19, 2024) – BrokerLink is pleased to announce the opening of a brand-new branch in Kingston, Ontario – its first location in this historic city. The Kingston branch, located in the...
Article 0 Comments Registration for the next round of Louisiana Fortify Homes Program (LFHP) grants is currently underway and will close at 5 p.m. on Friday, September 20, the Louisiana Department of Insurance announced....
Article 0 Comments Holmes Murphy announced the opening of a new office in Lincoln, Nebraska with a focus on client growth, talent attraction and increased opportunity for innovation. Prior to this new office, Holmes...
The Connelly Ruling However, as the Connelly case illustrates, the IRS’s treatment of life insurance proceeds can have significant tax implications. The Supreme Court’s ruling in Connelly affirmed that life insurance proceeds, when used...