Wealth Management News and Headlines

Tax Treatment of the Pass-Through Business Sector: A Primer

The U.S. pass‑through business sector—partnerships, S corporations and sole proprietorships—now employs most private‑sector workers and accounts for roughly half of business income. Its growth stems from long‑standing tax advantages, especially the Section 199A deduction that lowers effective rates compared with C...

Here's Why Mortgage Renewals May Be the Banks' Biggest Rip-Off

Big Canadian banks often send mortgage renewal forms just weeks before the due date, offering rates that can be two percentage points higher than competing offers. In a recent example, a borrower faced a 6.09% fixed rate versus a 4.04%...

Aspen Standard Names Former Beacon Pointe Exec As President

New York‑based Aspen Standard Wealth, a rapidly expanding registered investment adviser (RIA) aggregator, announced the appointment of industry veteran Kevin DiSano as its president. DiSano joins the firm after more than two decades leading wealth‑management and distribution operations at firms...

Harvard-Led Study Says AI Can Predict 71% Of Active-Fund Trades

Don't Give Up On Tech-Heavy Market, Say MIT, State Street Researchers

Fed's Goolsbee Says Tariff Ruling Could Help Cool Inflation

Investors Are Dumping Software Stocks And Earnings Won't Stop It

Private Markets Hiring Defies Gloom With $2.5 Million Pay Deals

Cetera Affiliate Fined $200K By Finra Over Custodial Account Supervision Failures

Hedge Funds Sold Most Global Equities Since April, Goldman Says

Morgan Stanley IM Is Hunting For AI-Proof Assets

Private Equity's Dry Spell Now Worse Than 2008 Crisis, Bain Says

Hedge Funds That Piled Into U.S. Bitcoin Funds Are First To Exit

Stifel Mismanaged Employees' 401(k), Lawsuit Says

Stifel Financial Corp. is being sued in a class‑action case alleging that the firm mismanaged its employee 401(k) plan for years. The lawsuit claims thousands of workers lost tens of millions of dollars in retirement savings due to the alleged...

Black Swan's Taleb Warns On Software Bankruptcies, More Volatility

Morgan Stanley Hails Rare 'Reindustrialization Renaissance' Of AI Economy

This Wage Gap May Be Why Clients Strain Financially To Live In Their States

Trump Family's Crypto Venture Says It Faced 'Coordinated Attack'

Supreme Court Tariff Ruling in Learning Resources, Inc. V. Trump: What Corporate Tax and Trade Teams Need to Know

The U.S. Supreme Court ruled 6‑3 that the International Emergency Economic Powers Act does not give the President authority to impose tariffs, invalidating both the targeted fentanyl duties and broader reciprocal tariffs. The decision could unlock up to $175 billion in...

Cash Flow Tax Planning: Why Every Tax Strategy Falls Apart without Proper Liquidity Management

Tax planning often overlooks the cash liquidity needed to implement strategies. The article explains that without sufficient cash flow, tactics like payroll optimization, Section 179 purchases, and retirement contributions cannot be executed, leading to missed deadlines and penalties. It advocates a...

When Client Depression Becomes Your Business

Ascentis Wealth Buys Newly Launched Practice In Dallas With $250M AUM

Vanguard Eyes Non-U.S. Markets To Hedge High-Grade Debt Exposure

What You Need to Know About Filing to the CRA This Year as Tax Season Looms

Tax season launches Monday as the CRA opens online filing for 2025 returns, having processed over 33 million returns last year with 93 % filed electronically. Key dates include the RRSP contribution deadline on March 2, the general filing and payment deadline on...

My Wife’s Brother Never Claimed His Part of Their Mother's Estate. What Do We Do Now?

Edward is assisting his wife with her brother’s estate in New Brunswick after the brother never filed paperwork to claim his late mother’s life‑insurance proceeds and stock accounts. The brother died intestate, leaving no will or appointed executor, which triggers...

Brad Carr: Canada Needs to Cut the GST/HST for All New Homebuyers, Not Just First-Timers

Brad Carr, CEO of Mattamy Homes, urges the federal and Ontario governments to broaden the GST/HST rebate to all new‑home buyers, not just first‑timers. He points to a sharp decline in Canadian home sales—GTA sales fell 11.2% in 2025, with...

BofA Says U.S. Stocks Draw Lowest Share Of Global Flows Since 2020

At Long Last, Being Underweight Tech Is A Winning Stock Strategy

Blue Owl Sold Private Loans To Pension Giants And Own Insurer

Blue Owl Capital secured four buyers for a $1.4 billion private‑loan portfolio to meet a looming cash‑return deadline in one of its credit funds. The purchasers include three of North America’s largest pension funds and Blue Owl’s own insurer, Kuvare. The...

$2.4B AUM Wells Fargo Team Launches Jacksonville, Fla., RIA

Delaware Duo Managing $1B Leave Merrill To Join Janney

First Citizens, Buyer Of Collapsed SVB, Weighs Another Target

Wells Fargo Advisors Lures Former J.P. Morgan Advisor Duo With $3.1B

Goldman's Petershill Seeks $5 Billion For New Flagship Fund

Pa. Court Slams The Door On Noncompetes, Backs Breakaway Advisors

Garry Marr: Home Buyers' Plan Was Invitation to Disaster for Young Canadians Who Bought at Market Peak

The Home Buyers’ Plan (HBP), which lets Canadians withdraw up to $60,000 from their RRSPs for a first‑home down payment, was widely promoted as a tax‑free shortcut to homeownership. However, buyers who entered the market at the March 2022 peak of...