Former Wealthspire CIO Lands at Collaborative Capital

Collaborative Capital Advisors, a $382 million multi-family office based in New York, has hired former Wealthspire Chief Investment Officer Michael Moriarty to take the same position at its firm. In…

Flights canceled, states of emergency declared as winter storm bears down

More than 13,000 U.S. flights have been canceled for Saturday and Sunday as a massive storm moves across the United States. It is forecast to bring dangerous winter weather, including snow, ice…

Minnesota workers pressure employers to take action against ICE operations

Some of the US’s biggest companies are coming under increasing pressure to speak out about the Trump administration’s Immigration and Customs Enforcement (ICE)’s operations in Minnesota. Workers throughout Minnesota have…

SLAT Planning Faces New Challenges After Tax Law Changes

In their presentation, “SLATs – Third Wheel (or Third Rail!) of Planning for Married and Divorcing Couples: Ethical, Practical, and Tax Considerations” at the 60th annual Heckerling Institute on Estate…

Stranded by winter weather? Here’s what airlines owe you

Winter weather can upend even the best-laid travel plans, but one less thing to worry about is losing money if your flight is canceled: U.S. airlines are required to provide…

CNO drops hints about forthcoming ‘Fighting Instructions’ strategy

The U.S. Navy is in its overhaul era: new warfighting strategy, new ways of doing business, new ships, and more ships ready to deploy. The chief of naval operations previewed…

RIA Edge: How Carnegie Wealth Scales Post-Independence Transition

How do advisory firms continue growing once scale introduces complexity? What does it take to build a structure that supports independence, client experience and long-term flexibility? In this episode of…

Sen. Klobuchar takes first step in run for Minn. governor, source says

United States Sen. Amy Klobuchar has made the first steps in a Minnesota gubernatorial campaign, a source close to the senator tells WCCO. Klobuchar on Thursday filed preliminary paperwork with the…

Trump’s ‘new normal’ leaves Australia marooned. We can no longer pretend otherwise | Zoe Daniel

The French president Emmanuel Macron borrowed some lines from Hugh Grant about bullies at the World Economic Forum in Davos. His target was Donald Trump, who had leaked a conciliatory…

$21B Merit Acquires Wealth Unit of Accounting Firm

Merit Financial Advisors, an acquisitive registered investment advisor based in Atlanta, is looking to bolster both inorganic and organic growth through an acquisition announced Tuesday. In terms of inorganic growth,…

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