Marketing Info

IRS Issues Proposed Registration Regarding PFIC

On January 24, 2022, the Internal Revenue Service issued proposed rules that would affect some of the polls available to…

Read More »

What customers need to know about expected family contributions

Parents often want to know whether their child will be eligible for financial aid. They often assume that there is…

Read More »

Tribute to Robert F. Sharp, Jr.

sad, flesh of trusts and estates The Editorial Advisory Board of Philanthropy Committee, Robert F. Sharp, Jr., died suddenly on…

Read More »

Who Can Put NFTs in the “Guernica of India”?

On January 21, 2022, TamarindArt LLC, a collector and dealer of Indian art, sued the administrators of artist Maqbool Fida…

Read More »

New York apartment building sales jump into a bet on the return of the city

(Bloomberg) — The market for New York City apartment buildings reigned in 2021 as a glimmer of normalcy appeared on…

Read More »

Close to $3B Deal for Calpers and First Washington Donahue Schreiber

(Bloomberg) — formerly Washington Realty Inc., a real estate landlord, and California Public Employees Retirement System are close to a…

Read More »

Laurentian Bank signs carbon accounting partnership

The announcement follows a series of steps taken by the bank to measure and reduce its carbon footprint. In 2020,…

Read More »

IRAs and 401ks . Estate Planning for Married Couples with

Stock market growth over the past several years, coupled with the passage of the Every Community Establishment for Retirement Enhancement…

Read More »

Poll Finds Openness and Collaboration Fuel Millennials’ Financial Mojo

Generation Y differs from previous generations in that it values ​​collaboration and financial openness. Twenty-eight percent of Millennials (78%) say…

Read More »

Can RPA survive without wealth management?

At an industry conference this week, an elite retirement planning advisor was shocked when I pointed out how a large…

Read More »
Back to top button