As Wealthy Clients Head South, Advisors Follow
by Emily Carmichael — Wealth Managers and Attorneys play catch up as high-earners flee for low-tax states.
After a Spike in 2022, Immigration Expected to Slow
by Adam Wisniewski — The post-pandemic surge of work visas issued to meet corporate demand appears likely to slow as the US economy cools.
After the Gold Rush
by Rich Blake — The future for SPAC listings and their sponsors appears bleak.
Taxes, Mobility, and Migration
by Emily Carmichael — The 2017 Tax Cuts and Jobs Act spurred wealth migration, according to Rice University’s Jorge Barro in this Q&A with Emily Carmichael.
When Politics & Portfolio Management Collide
by Editorial Staff — A new academic survey explores the relationship between US investors’ political orientation and their risk tolerance.
The (PE) Emperors Have No Clothes
by Editorial Staff — Private equity veteran Jeff Hooke takes aim at excessive fees and opaque reporting embraced by buyout fund managers.
The Recession Playbook
by Editorial Staff — Allocators scramble to a defensive position as US growth slows. Our Quarterly Survey of readers and asset managers maps a growing consensus for more pain.
SEC Eyes Sweeping Changes To Retail Stock Trading
by Editorial Staff — Industry insiders digest sweeping changes for retail stock trading proposed by the SEC Chairman Gensler on Wednesday.