Sharkey leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
The idea of hiking taxes on capital gains from the current top rate of 23.8% is viewed by some as a trial balloon to test levels of support and resistance. The top tax rate would apply to those with annual incomes of at least $1 million, which is about 500,000 American taxpayers.
After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.
The surge in activity following the pandemic-induced lull is winding down as M&A returns to normal, according to DeVoe & Co.
The deal, which is expected to close this summer, pushes Akron, Ohio-based Sequoia's assets under management over the $7 billion mark.
Even for the earliest proponents of sustainability, the sudden spike in ESG investing popularity is surprising, but satisfying.
The latest challenge to advisory fee models based on client assets is carving out a niche between robos and traditional financial planning.
After adapting on the fly last year, financial advisers are embracing virtual internships as a more efficient way to train and recruit talent.
Mill Road Capital is applying a 'progressive private equity' strategy in its latest fund.
Huber Capital Management borrows a page from the exchange-traded fund industry to protect mutual fund investors from taxes.
