Written by: Cindy Hamilton Posted on: June 11, 2021Duo managing $315 million at Wells moves to Raymond James
Bobby Conville Jr. and Earl Smith are joining the firm’s employee unit in Ruston, Louisiana.
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Written by: Cindy Hamilton Posted on: June 11, 2021SEC drills into dentist-turned-adviser for three frauds
A phony cryptocurrency offering was one of Boca Raton, Florida-based Edgar Radjabli’s frauds, the agency charges.
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Written by: Cindy Hamilton Posted on: June 11, 2021State Street creates digital finance unit to support crypto assets
New capabilities of asset manager will include central bank digital currency, blockchain and tokens.
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Written by: Cindy Hamilton Posted on: June 11, 2021Russell, Wake Forest, Generac targeted in lawsuits
The new class-action suits against the three employers allege fiduciary breaches. Two defendants in other cases recently reached settlements over $1 million.
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Written by: Cindy Hamilton Posted on: June 11, 2021ProPublica report stokes debate on wealthy paying fair share in taxes
Advisers remain wary of President Joe Biden’s proposals to raise capital gains taxes, which face political obstacles in Congress. There’s almost no chance any Republicans will support the administration’s tax proposals.
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