Bruce and Jeff speak to Nick Frelinghuysen, managing director and portfolio manager at Chilton Trust, to unwrap the latest Biden tax proposal, known as the billionaire minimum income tax. They explore the big questions: Is this constitutional? Is this really just a billion-dollar campaign slogan? Without this distraction of a tax that will likely never pass, what can be accomplished while Democrats are still the majority?
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
