Focus Financial Establishes Hub Office in Toronto
By John ManganaroCardinal Point, the cross-border wealth management and financial planning firm, will become Focus’ fifth hub.
January 05, 2025
Biden Signs Social Security Fairness ActThe new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.
January 03, 2025
Ned Davis Warns It May Cut Exposure to U.S. StocksThe firm’s chief investment strategist is closely monitoring whether its key indicator extends a recent decline.
January 03, 2025
How HNW Families Can Protect Themselves and Their Wealth: StudyAffluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.
January 03, 2025
JP Morgan Loses $39.7M Arbitration Against Barred BrokerThe financial services firm claimed that Edward Turley, a former advisor, "unjustly enriched himself by brazenly lying."
January 03, 2025
Trump Taps Keis, Schwab for Key Treasury RolesLobbyist Ken Kies will head up tax policy; Samantha Schwab will be deputy chief of staff.
January 03, 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older ResidentsThe proposed increase would apply to taxpayers 59 1⁄2 and older.
January 03, 2025
Shift Conference Organizer Pulls PlugAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.