Everyone’s talking about Roth conversions, but here’s how few people really do them — and why you shouldn’t have FOMO about it
You have to do the math to figure out your best tax strategy in retirement, and converting might not be for you.
You have to do the math to figure out your best tax strategy in retirement, and converting might not be for you.
To mark Black History Month this October, Mortgage Solutions is profiling Black and Black mixed professionals in the sector, focusing on the 2026 theme, ‘Honouring Our Communities’. Meet Nina Brown, protection adviser at Pam Brown Mortgages, who wants to make financial services accessible, while advocating for and raising awareness of people living with invisible…
The Bascom Group, LLC has completed an $8.5-million refinancing of The Charleston Apartments, a 133-unit historic multifamily community located in the Westlake neighborhood of Los Angeles. Michael Derk, Daizy Gomez, Linsey Farrahi and Zack Metzner of Marcus & Millichap Capital Corporation arranged the debt financing on behalf of Bascom. The loan was provided by CalPrivate Bank, represented by…
Key insight: After private meetings with executives allegedly yielded few results, two activist investors have published a letter outlining their concerns, beginning what they say will be a persistent pressure campaign. Supporting data: In this year’s first quarter, expenses at United Bancorporation of Alabama rose by 15% year over year, while total loans grew by…
The Paramount financing will be a closely watched barometer of dealmaking appetite despite rising borrowing costs in 2026.
Bloomberg has launched a multi-asset pre-trade transaction cost analysis API, enabling buy-side and sell-side firms to embed execution intelligence directly into their proprietary trading systems for the first time. The company explained in a press release on Wednesday that Pre-Trade TCA API covers fixed income and equities and allows firms to programmatically access its pre-trade…
FX Share of Retail Broker Volume Falls; Your Bourse Opens a New Office FX Share of Retail Broker Volume Falls; Your Bourse Opens a New Office FX Share of Retail Broker Volume Falls; Your Bourse Opens a New Office FX Share of Retail Broker Volume Falls; Your Bourse Opens a New Office FX Share of…