Epiris appoints Owen Wilson as managing partner
Wilson joined Epiris in 2013 He became a chief investment partner in 2024 The appointment of Owen Wilson remains subject […]
Backdoor Roth, Mega Backdoor Roth & Your IRMAA/ACA Costs
A Roth conversion can feel like a clean win. Move money now, pay tax on your terms, and let the
Optimal Currency Strategies Under Deviations From Interest Parity — by Luis M. Viceira, Sally Shen
This paper examines optimal currency demands for global equity and bond investors in a large cross-section of developed and emerging
UniCredit says full Commerzbank acquisition could happen in fourth quarter
UniCredit is aiming to acquire Commerzbank in the fourth quarter, the CEO of the Italian bank told CNBC in an
New IRS AI Alert May Apply to Wealth Manager Practices
The Internal Revenue Service Office of Professional Responsibility has issued new guidance on the use of artificial intelligence in federal
Euro rallies against the Pound as markets brace for ECB’s monetary policy decision
The Euro (EUR) appreciates for the sixth consecutive day against the British Pound on Thursday, with bulls testing last week’s
Full Care to Partial Service Coverage
Increasing gaps in Medicaid-funded long-term care (LTC) have shifted the focus of attorneys in elder law towards helping clients in
10 Easy Pieces: Space-Saving Stackable Drinking Glasses
One purchase that’s changed my life is a set of stackable glasses. Where there once was a mess of glassware,
U.S. GAO – Federal Efforts to Combat Criminals’ Illicit Financial Activities
Tuesday, February 18, 2025 Federal Efforts to Combat Criminals’ Illicit Financial Activities Criminal organizations and terrorist groups use money laundering
Astorg’s Judith Charpentier: Mid-market focus will maximize exit choices
Judith Charpentier, Astorg Astorg has refocused on its core mid-market segment in a bid to maximize exit optionality, Judith Charpentier,