March 4, 2026

Wealth Management

Wealth Management

Federal Court Halts Missouri Anti-ESG Rule For Advisors

A federal judge struck down a Missouri state securities regulation concerning advisors’ disclosure to clients when considering ESG factors in investment decisions.  The Securities Industry and Financial Markets Association (SIFMA) filed the lawsuit shortly after Missouri Secretary of State (and former Republican gubernatorial candidate) Jay Ashcroft’s regulation took effect in July 2023. Ashcroft and State

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Wealth Management

Sales Tax Management Tools Market Is Set To Fly High Growth

Sales Tax Management Tools Market HTF MI introduces new research on Global Sales Tax Management Tools covering the micro level of analysis by competitors and key business segments. The Global Sales Tax Management Tools explores a comprehensive study of various segments like opportunities, size, development, innovation, sales, and overall growth of major players. The research

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Wealth Management

India’s Union Budget 2024 Tax Reforms Will Attract Investors

The Union Budget 2024, proposed by India’s Finance Minister Ms. Nirmala Sitharaman on July 23, unveils an ambitious vision for a ‘Viksit Bharat,’ or ‘Developed India.’ The latest budget has ushered in significant reforms in both direct and indirect taxation, with notable changes affecting corporate and non-corporate tax rates alike. This article examines the proposal,

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Wealth Management

Meet our new faculty: Shelley Facente

In July 2024, Berkeley Public Health welcomed adjunct assistant professor of community health sciences Shelley Facente, PhD, MPH. Dr. Facente received a PhD in epidemiology from UC Berkeley School of Public Health in 2020 and an MPH in 2004; she received her BA in sociology of health from Ithaca College in 2002. We asked her

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Wealth Management

Haemonetics Co. (NYSE:HAE) Stake Boosted by QRG Capital Management Inc.

QRG Capital Management Inc. increased its stake in Haemonetics Co. (NYSE:HAE – Free Report) by 6.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,031 shares of the medical instruments supplier’s stock after purchasing an additional 260 shares during the

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Wealth Management

Walz and Vance finances couldn’t be more different. Advisers weigh in

Tim Walz on JD Vance: ready to debate Democratice Vice Presidential nominee Tim Walz campaigned with Kamala Harris on Tuesday — and said he’s looking forward to debating JD Vance. Fox – 2 Detroit A record 58% of Americans owned stocks in 2022, according to the Federal Reserve. Democratic vice presidential nominee Tim Walz was

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Wealth Management

R.I. officials break ground for residential care campus for girls with behavioral health needs • Rhode Island Current

A new behavioral health care campus for adolescent girls who would otherwise have to seek treatment outside Rhode Island is coming to state owned land in Exeter. The 16-bed facility is slated to open in spring 2026, but Gov. Dan McKee, a few of his cabinet members and an assortment of state legislators celebrated with

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Wealth Management

Lottery, Tax Board, EDD Recruiting for Leadership, Specialty Roles

The California State Lottery, the Franchise Tax Board (FTB) and the Employment Development Department (EDD) are recruiting for leadership and specialty positions. The Lottery is seeking a cybersecurity and engineering manager (IT Manager I) to exercise full management responsibility for engineering and implementing technical security controls; administrating and supporting security tools/platforms; monitoring and investigating security

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Wealth Management

Ampersand Hires Wells Fargo FiNet Team Managing $1.4 Billion in Michigan

As it approaches its first anniversary, upstart firm Ampersand Partners bolstered its roster with a billion-dollar-plus hire from Wells Fargo Advisors in Michigan.  The Meridian Wealth Management group, which managed $1.4 billion in client assets and produced $5 million in annual revenue, joined Ampersand on August 2, according to registration records and a source familiar

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Wealth Management

Best Personal Finance Books to Read in 2024

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate products and services to help you make smart decisions with your money. Introduction

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