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...