With more than half of all assets in the US concentrated in the hands of the Boomer generation, competition for high-net-worth clients is heating up. More advisors are leaning into tax management to differentiate their services from competitors. Those who do it well understand that automation and scale are critical for tailoring their approach to
VANCOUVER, BC, Nov. 2, 2026 /CNW/ — /CNW/ – Merchant Opportunities Fund (the “Fund”), a Vancouver-based private credit fund focused on investing in small business financing and other specialty credit portfolios, announced today that it took first place in every return category at the 2026 Alternative IQ Canadian Hedge Fund Awards in the Private Debt
Citizens Financial Group has added Webber Wealth Partners to Citizens Private Wealth, bringing aboard a Southern California advisory team that previously served clients with more than $1.2 billion in total assets at its prior institution. The Newport Beach-based team is led by Matt Webber and Chris Illiano and serves high-net-worth and ultra-high-net-worth individuals, families, and
The Money Saving Expert founder broke down the complicated rules on The Martin Lewis Money Show, explaining how the Government’s new pension tax allowance is designed to stop people whose only income is the full new State Pension from paying Income Tax. However, there is a catch for those with additional income from private pensions,
Updated Mon, November 2, 2026 at 2:10 PM UTC TAMPA, Fla., Nov. 2, 2026 /PRNewswire/ — DoubleLine Income Solutions Fund (the “Fund”), which is traded on the New York Stock Exchange under the symbol DSL, this week declared a distribution of $0.11 per share for the month of November 2026. The distributions are subject to
CHARLOTTE, N.C., Nov. 2, 2026 /PRNewswire/ — This Notice provides information about the sources of the Fund’s monthly distributions. You should not draw any conclusions about the Fund’s investment performance from the amount of this distribution or from the terms of the Fund’s Managed Distribution Plan. Logo for Allspring Global Investments The Fund estimates that
Asure Operations The Partnership Brings Together Payroll Tax Calculation and Compliance to Expand in the U.S. Enterprise Market AUSTIN, Texas, Nov. 02, 2026 (GLOBE NEWSWIRE) — Asure Software, Inc. (Nasdaq: ASUR), a leading provider of cloud-based Human Capital Management software and payroll tax management solutions, and Vertex, Inc. (NASDAQ:VERX), the Decision-to-Defense™ global indirect tax and
AssetMark Financial Holdings, a Concord, Calif.-based turnkey asset management platform and technology provider owned by private equity firm GTCR, has launched a program to help advisors broaden their set of services to appeal to high-net-worth clients. AssetMark Private Wealth, as the program is called, aims to support advisors with financial planning, customizable investments and specialized
[00:00] [music] [00:07] [music] [00:13] Paul Lucas: Hello everybody. Welcome to Insurance Business TV. We are here at Insurance Fest 2026 for another of our peer-to-peer interviews. Today I’m catching up with Matteo Carbone. He is founder and director of IoT Insurance Observatory. So Matteo, first of all, let’s talk about AI. We can’t escape
“This new fund will help bring more vacant and underused industrial property back into productive use” – Clare Alexander, Scottish Enterprise A £2.5 million fund has been launched to help upgrade vacant industrial premises across Aberdeen and the wider Aberdeenshire region. Delivered by ETZ and funded by Scottish Enterprise, the new Property Improvement Fund is