Latest News on private equities market

A health savings account offers unique tax benefits and lets savers repay themselves later. Here's how and when to use an HSA, advisors say.

One term that often surfaces in secondary market transactions is the “Right of First Refusal” (ROFR). A contractual right that allows the issuer the first right to repurchase shares that are listed on the secondary market, it can offer several … Continue reading →

The IRS said it will "substantially" reduce the number of correspondence audits for filers claiming the earned income tax credit.

A health savings account offers unique tax benefits and lets savers repay themselves later. Here's how and when to use an HSA, advisors say.

While every divorcing couple has legal and logistical issues to weigh, for those divorcing later in life, in a "gray" divorce, there are even more questions.

Unexpected medical bills can be expensive. Sometimes, they're unavoidable. But you may avoid paying more than you have to by asking the right questions.

Crypto Regulation | Sep 19, 2023 The New York Department of Financial Services (DFS) has revamped its crypto oversight, notably removing Ripple, Dogecoin, and Litecoin from its approved "greenlist." While DFS continues to lead in digital asset supervision, the crypto world is witnessing varied regulatory approaches globally. From Solana Labs emphasizing robust U.S. regulations to

There are certain money moves wealthy Americans are more likely to make to improve their long-term well-being.

AI | Sep 18, 2023 Morgan Stanley, a leading name in investment banking and wealth management, is set to redefine the financial advisory landscape with its latest AI innovation, an AI-powered Morgan Stanley Assistant Collaborating with OpenAI, the bank has developed a generative AI chatbot, aiming to enhance the experience for its wealthy clientele and

New York is the latest state to adopt a law around pay transparency in job postings.

Payments | Sep 18, 2023 The global payments landscape is on the brink of a major transformation with non-cash alternative payment methods (APMs) to grow twice as fast as the market. In an era marked by rapid technological advancements, the global payments landscape is undergoing a monumental shift. As we stand at this crucial crossroads,

Digital Banking | Sep 18, 2023 As the industry matures, the decision to become a bank or remain an independent fintech entity is becoming increasingly significant. The recent decision by Figure, led by its visionary CEO Mike Cagney, to withdraw its bank application has ignited a fresh debate on this topic. Mike Cagney's leadership at

As the IRS pauses on processing new employee retention tax credit claims, some filers are in limbo as the agency works on further guidance. Here's what to know.

Cybersecurity | Sep 18, 2023 MGM Resorts fell victim to a debilitating ransomware attack. The impact was widespread, affecting several of its properties, notably the iconic MGM Grand and Bellagio casinos in Las Vegas. The recent cybersecurity breach at MGM Resorts has sent shockwaves throughout the industry, raising concerns about the vulnerability of even the

After raising interest rates 11 times since March 2022, the Fed is poised for another pause. Here's what that means for your wallet.