NYC Lawyers Slam Pied-a-Terre Tax as a 'Half-Baked Money Grab'
By Laura Nahmias and Danielle Muoio DunnThe new tax is being implemented rapidly in part to generate revenue to balance the city's budget.
July 10, 2026
AI Has Positive Influence on the Industry, Advisors SayClients are arriving at meetings better informed, often with perspectives shaped by digital tools, a survey finds.
July 09, 2026
IRS Rolls Out Automatic First-Time Penalty ReliefTaxpayers qualify if they have filed and paid on time for the past three years.
July 09, 2026
FIDx Preparing for 'Insurance Overlay' BoomRich Romano says bolt-on income spigots will give insurers access to huge new pools of assets.
July 09, 2026
AI-Created Portfolios Do Worse When Investors Tweak Them: ResearchGreater human input was linked to higher risk without associated returns, an academic team finds.
July 09, 2026
Envestnet, Vanguard Team Up to Help Advisors Boost Tax EfficiencyVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
July 09, 2026
Former Northern Trust VP at Center of $35M Elder Fraud Suit Pleads Not GuiltyChristopher Walters, accused by Elizabeth Madden (pictured) of raiding a $20 million legacy trust, now faces criminal charges.
July 09, 2026
Wall Street Finds a New Way to Help Investors Avoid Elon MuskBut funds built around highly specific investment views can often struggle to develop lasting audiences, warns ETF.com's Dave Nadig.