#fund-domicile

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Cryptocurrency
fromnews.bitcoin.com
10 hours ago

New SEC Guidance Targets DeFi Interfaces, Self-Custodial Wallets, and Execution Routing Disclosures

Crypto trading interface operators can avoid broker-dealer registration if they meet 12 specific conditions outlined by the SEC.
Business
from24/7 Wall St.
13 hours ago

Why venture lenders are paying monthly dividends while banks retreat

Trinity Capital Inc. provides loans to growth-stage companies and pays a monthly dividend of $0.17 per share, yielding approximately 13.5%.
UK politics
fromwww.theguardian.com
1 day ago

Richard Tice's firm alleged to have broken law by failing to pay tax

Richard Tice's company allegedly failed to pay required tax on dividends, leading to accusations of legal violations and tax evasion.
fromIndependent
1 day ago

Paschal Donohoe eased concerns of top three corporate tax multinationals before joining World Bank

The Government is considering the possibility of enhanced tax credits for multinational companies, which include major players like Apple, Eli Lilly, and Microsoft.
European startups
London politics
fromwww.bbc.com
2 days ago

At-risk traders anxious despite court reprieve

Traders at Brixton Plaza are fighting eviction to make way for a supermarket, but a High Court injunction has temporarily halted the process.
fromAbove the Law
3 days ago

Nonequity Partners Are Not Happy Campers - Above the Law

According to Bloomberg Law's Workload & Hours Survey, a third of nonequity partners also say they're undervalued in their roles and more than half say they were burnt out in 2025.
Careers
France news
fromnews.bitcoin.com
3 days ago

France Advances Law Mandating Self Custody Funds' Disclosure

The French National Assembly passed a bill requiring disclosure of self-custody wallets holding over 5,000 euros.
#hedge-funds
Healthcare
from24/7 Wall St.
3 days ago

2 HedgeFund Favorites That Just Got Too Cheap to Ignore

Hedge funds may indicate potential buying opportunities in a volatile market, particularly with stocks like UnitedHealth Group showing promise.
Miami
fromwww.businessinsider.com
4 days ago

Some hedge funds are expanding in Miami but its share of prized portfolio managers has fallen

Miami's appeal as a hedge fund hub is waning, with fewer investment professionals relocating despite overall growth in the industry.
Venture
fromwww.businessinsider.com
6 days ago

This hedge fund launched with billions, then cruised under the radar. It has quietly doubled in size.

2024 saw significant hedge fund startups, with Freestone Grove surpassing $6 billion in assets and planning further expansion.
Healthcare
from24/7 Wall St.
3 days ago

2 HedgeFund Favorites That Just Got Too Cheap to Ignore

Hedge funds may indicate potential buying opportunities in a volatile market, particularly with stocks like UnitedHealth Group showing promise.
Miami
fromwww.businessinsider.com
4 days ago

Some hedge funds are expanding in Miami but its share of prized portfolio managers has fallen

Miami's appeal as a hedge fund hub is waning, with fewer investment professionals relocating despite overall growth in the industry.
Venture
fromwww.businessinsider.com
6 days ago

This hedge fund launched with billions, then cruised under the radar. It has quietly doubled in size.

2024 saw significant hedge fund startups, with Freestone Grove surpassing $6 billion in assets and planning further expansion.
#401k
from24/7 Wall St.
1 day ago
Retirement

What Happens When You Inherit a $500,000 401(k) and the 10-Year Tax Rule Most Beneficiaries Don't Know About

US politics
fromwww.nytimes.com
2 weeks ago

401(k) Plans Could Add Riskier Investments Under a New Rule

The Trump administration is enabling riskier alternative investments in 401(k) plans, easing regulations for plan sponsors.
Retirement
from24/7 Wall St.
1 day ago

What Happens When You Inherit a $500,000 401(k) and the 10-Year Tax Rule Most Beneficiaries Don't Know About

Inheriting a 401(k) requires mandatory distributions within 10 years, impacting tax planning significantly based on whether RMDs had started.
Intellectual property law
fromAxios
1 week ago

Private equity's next step into 401(k)s

The final rule emphasizes a rules-based framework for 401(k) investments without endorsing specific asset classes like private equity or crypto.
Retirement
from24/7 Wall St.
12 hours ago

Retirees With Over $800,000 in a Traditional 401(k) Are Being Warned About This Social Security Clawback

Traditional 401(k) balances can lead to significant tax implications for retirees, affecting Social Security benefits and Medicare premiums.
Law
from24/7 Wall St.
2 weeks ago

What Corporate Lawyers Know About 401(k)s That Most Investors Don't

Understanding your 401(k) fee disclosure is crucial for managing retirement assets effectively.
Retirement
from24/7 Wall St.
1 week ago

The Hidden 401(k) Tax Bomb Waiting for Anyone Who Retires With Over $1 Million

Surviving spouses face significantly higher tax burdens due to changes in filing status and RMDs after the death of a partner.
France politics
fromwww.thelocal.fr
4 days ago

PODCAST: French tax traps to avoid and why Paris is divided in two

French tax issues, residency delays, motorway tolls, and fuel concerns are key topics discussed in the latest Talking France podcast.
fromBusiness Matters
4 days ago

Harrods Estates shuts up shop after 130 years as tax raids on wealthy overseas buyers take their toll

The agency has confirmed what it called a "very difficult" decision to close its last remaining office on Brompton Road, bringing an end to operations that once stretched from the Home Counties to Monte Carlo.
London
#tax-strategy
fromEntrepreneur
5 days ago
Bootstrapping

4 Tax Strategies for Entrepreneurs to Reduce Their Tax Bill and Increase Cash Flow

The right business structure and overlooked deductions can save entrepreneurs thousands annually.
from24/7 Wall St.
1 week ago
Retirement

The 401(k) Move Executives Make Every December to Shield Their Bonus From Taxes

Executives can reduce taxable income from bonuses through 401(k) contributions and Nonqualified Deferred Compensation plans.
Bootstrapping
fromEntrepreneur
5 days ago

4 Tax Strategies for Entrepreneurs to Reduce Their Tax Bill and Increase Cash Flow

The right business structure and overlooked deductions can save entrepreneurs thousands annually.
Retirement
from24/7 Wall St.
1 week ago

The 401(k) Move Executives Make Every December to Shield Their Bonus From Taxes

Executives can reduce taxable income from bonuses through 401(k) contributions and Nonqualified Deferred Compensation plans.
Law
fromwww.housingwire.com
5 days ago

FinCEN proposes new AML rule for financial institutions

FinCEN proposed a rule to reform AML/CFT programs, focusing on effectiveness and reducing compliance burdens for financial institutions.
Business
from24/7 Wall St.
10 hours ago

Oppenheimer Upgrades Blackstone to Outperform, Calling It the Premier Franchise at a Bargain Price

Blackstone stock rose 2% after Oppenheimer upgraded it to Outperform, citing attractive valuation despite a 25% year-to-date decline.
Poker
fromWIRED
6 days ago

Nobody Knows How to File Taxes on Prediction Market Wins

Tax guidance for prediction market profits is unclear, leaving taxpayers uncertain about reporting obligations.
Cryptocurrency
fromnews.bitcoin.com
2 days ago

Bitwise Hyperliquid ETF Filing Updated Launch Could Be Near, Analyst Says

Bitwise Asset Management's BHYP ETF for HYPE token is nearing launch, with a 0.67% management fee and significant market interest.
Fundraising
fromFast Company
1 week ago

Here are the 5 most impactful financial freebies every investor should claim

Tax code offers several legal provisions that allow wealth increase and income generation without IRS taxation.
#retirement-income
Retirement
from24/7 Wall St.
13 hours ago

Retire on $100,000 a Year Without Ever Selling a Single Share

A $100,000 annual income in retirement requires varying capital based on yield percentage and risk tolerance.
Retirement
from24/7 Wall St.
5 days ago

AMLP Pays Over 7 Percent and Most Retirees Have Never Heard of It

The Alerian MLP ETF offers a significantly higher yield than traditional dividend ETFs, making it an attractive option for retirees.
#remote-work
Travel
fromAol
1 week ago

Countries With No Income Tax That Are Perfect For Remote Work In Paradise

Remote work has surged due to the pandemic, leading to the rise of digital nomads and countries offering incentives for remote workers.
Travel
fromIslands
1 week ago

Countries With No Income Tax That Are Perfect For Remote Work In Paradise - Islands

Remote work has surged due to the pandemic, leading to the rise of digital nomads and countries offering incentives for remote workers.
Travel
fromAol
1 week ago

Countries With No Income Tax That Are Perfect For Remote Work In Paradise

Remote work has surged due to the pandemic, leading to the rise of digital nomads and countries offering incentives for remote workers.
Travel
fromIslands
1 week ago

Countries With No Income Tax That Are Perfect For Remote Work In Paradise - Islands

Remote work has surged due to the pandemic, leading to the rise of digital nomads and countries offering incentives for remote workers.
Business
from24/7 Wall St.
17 hours ago

GAB's 11% Yield Comes With a Hidden Cost Retirees Should Know

Gabelli Equity Trust offers an 11% yield, but its distribution policy raises questions about income sustainability and reliance on return of capital.
fromReadWrite
6 days ago

Federal appeals court ruling strengthens Kalshi case

The Third Circuit ruled in Kalshi's favor. People use prediction markets because they're more fair, transparent, and reward being right. Free markets work. We should keep them that way. This is a big win for the industry and millions of users.
Law
UK politics
fromBusiness Matters
1 week ago

Labour's tax uncertainty is pushing Britain's wealthiest towards the exit

Britain's ultra-wealthy are considering leaving due to unstable fiscal policies rather than high tax rates.
Cryptocurrency
fromnews.bitcoin.com
5 days ago

Standard Chartered to Fold Zodia Custody Into CIB Crypto Division

Standard Chartered plans to integrate Zodia Custody into its CIB division by April 2026 while maintaining its independent SaaS model for third-party banks.
fromFuturism
1 day ago

Billionaire Says Insider Trading Should Be Fully Legalized

"I'm in favor of not having any rules against insider trading. I would like all the information out there as soon as it's available. Because look, as a society, we are better off knowing as soon as possible anything that is knowable."
Business
#retirement
Retirement
from24/7 Wall St.
1 day ago

Retirees Love This High-Yield Monthly Income Fund Until They See What Happens in a Bear Market

Covered call ETFs can provide income but may mask significant losses in account value, leading to a negative total return for retirees.
fromIndependent
2 days ago
Retirement

Your money questions - Is it correct to argue that putting our cash into AVCs is a waste of money?

Retirement
from24/7 Wall St.
1 day ago

Retirees Love This High-Yield Monthly Income Fund Until They See What Happens in a Bear Market

Covered call ETFs can provide income but may mask significant losses in account value, leading to a negative total return for retirees.
Retirement
fromIndependent
2 days ago

Your money questions - Is it correct to argue that putting our cash into AVCs is a waste of money?

Retired HSE employees express concerns about high taxation during retirement.
Retirement
from24/7 Wall St.
5 days ago

4 ETFs That Pay Monthly Like a Paycheck and Yield Over 4 Percent

Retirees should be comfortable selling shares for withdrawals, as it has the same economic impact as receiving dividends.
Business
from24/7 Wall St.
3 days ago

7 Dividend ETFs Built to Survive a Recession and Pay You Through It

Recession indicators suggest caution; seven ETFs are designed to provide income and limit losses during downturns.
Business
from24/7 Wall St.
4 days ago

Why Smart Money Is Piling Into EFV as International Value Crushes Domestic Expectations

International developed markets are undervalued compared to U.S. stocks, and the iShares MSCI EAFE Value ETF captures this opportunity.
Retirement
fromSubstack
1 week ago

Episode 184: Expat Retirement Planning, Dual Citizenship Taxes, and the Babylist IPO

American expats must navigate complex retirement planning and tax implications when living abroad.
UK news
fromwww.theguardian.com
1 month ago

Wealthy British nationals fleeing Gulf conflict bypass UK to avoid tax bills

Wealthy UK nationals are relocating to Ireland and France to avoid UK tax liabilities while fleeing conflict in the Gulf, with some seeking HMRC's exceptional circumstances provisions to extend their tax-free days in Britain.
#dividend-etfs
Business
from24/7 Wall St.
6 days ago

3 ETFs That Beat SCHD Quietly Over the Last 3 Years

The Schwab US Dividend Equity ETF is a strong fund, but three others outperform it in specific areas.
Business
from24/7 Wall St.
6 days ago

3 ETFs That Beat SCHD Quietly Over the Last 3 Years

The Schwab US Dividend Equity ETF is a strong fund, but three others outperform it in specific areas.
fromFortune
1 month ago

How the ultrawealthy use smartphone apps to avoid millions in taxes | Fortune

For high-net-worth individuals who declare residence in low- or non-tax jurisdictions such as Florida, Texas, or Puerto Rico, yet continue to circulate between New York, California, Illinois, and other high-tax states, the answer increasingly runs through software. Most tax tracking apps were launched in the 2010s, but they gained prominence during the COVID-19 pandemic as remote work expanded dramatically.
Privacy technologies
Retirement
from24/7 Wall St.
5 days ago

5 ETFs Yielding Over 7 Percent Built for Long Term Income Investors

High-yield ETFs must be evaluated for sustainability to ensure they provide genuine income without depleting principal.
Remote teams
fromLondon Business News | Londonlovesbusiness.com
1 month ago

Family office talent retention and operating model resilience - London Business News | Londonlovesbusiness.com

Family offices face significant talent retention and succession planning challenges, with over 90% reporting recruitment difficulties and nearly 50% struggling with retention, threatening operational continuity.
Retirement
from24/7 Wall St.
5 days ago

Forget SCHD: This Monthly Income ETF Pays More Than Twice as Much

The Schwab US Dividend Equity ETF and JPMorgan Equity Premium Income ETF serve different investment purposes, affecting income generation and growth potential.
NYC politics
fromBusiness Insider
1 month ago

Tax Haven, USA: Mapping the tiny tax shelters scattered across America

A New Jersey assemblyman accused someone of attempting to bribe him to kill a bill that would dissolve Teterboro, a tax haven municipality with minimal residents and businesses.
Business intelligence
from24/7 Wall St.
1 month ago

Is Your Advisor "Closet Indexing"? The 2-Minute Audit to See If You're Paying Active Fees for Passive Results

Many actively managed funds engage in closet indexing, charging active management fees while holding portfolios nearly identical to their benchmarks, resulting in underperformance due to higher costs.
Business
from24/7 Wall St.
2 weeks ago

PennantPark's Big Yield Is Burning Through a Finite Reserve

PennantPark Investment Corporation offers a high yield but faces challenges with income generation and dividend coverage due to interest rate sensitivity.
#private-credit
Information security
fromBusiness Insider
1 month ago

Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl

Private credit firms face a reputational crisis over software loan exposure as AI threatens software-as-a-service companies, with Blue Owl experiencing record redemptions and industry leaders defending their portfolios.
Business
fromwww.businessinsider.com
2 weeks ago

Ares is the latest private credit player to limit withdrawals after investors ask to redeem their money

Ares Strategic Income Fund limits investor withdrawals to 5% amid a surge in redemption requests, reflecting broader concerns in the private credit market.
Information security
fromBusiness Insider
1 month ago

Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl

Private credit firms face a reputational crisis over software loan exposure as AI threatens software-as-a-service companies, with Blue Owl experiencing record redemptions and industry leaders defending their portfolios.
Business
fromwww.businessinsider.com
2 weeks ago

Ares is the latest private credit player to limit withdrawals after investors ask to redeem their money

Ares Strategic Income Fund limits investor withdrawals to 5% amid a surge in redemption requests, reflecting broader concerns in the private credit market.
Retirement
from24/7 Wall St.
6 days ago

2 Monthly Dividend ETFs That Pay Investors Like Clockwork

Dividends and distributions are different; dividends are company payments to shareholders, while distributions come from investment funds and can include various income types.
US news
fromwww.npr.org
1 month ago

Wall Street is betting on tariff refunds after Supreme Court ruling

Wall Street hedge funds are purchasing tariff refund claims from importers at discounts averaging 45 cents on the dollar, capitalizing on uncertainty about refund timing and process following the Supreme Court's tariff ruling.
fromIndependent
6 days ago

Leaving the UAE? These are the money mistakes you need to avoid

While wealthy and glamorous influencers try to convince their followers that their upwardly mobile lives in Dubai are just peachy, in reality, many young Irish teachers and nurses are wondering whether it's time to pack up and return home.
Retirement
#retirement-planning
Retirement
from24/7 Wall St.
1 week ago

A $2 Million 401(k) in Retirement Can Still Cost You Six Figures Without These Moves

Timing of retirement significantly impacts portfolio outcomes due to sequence of returns risk.
from24/7 Wall St.
2 weeks ago
Retirement

The 401(k) Withdrawal Strategy That Saves High Earners $80,000 in Taxes

Converting traditional 401(k) funds to a Roth IRA before RMDs can significantly reduce future tax burdens and Medicare surcharges.
fromLondon Business News | Londonlovesbusiness.com
3 weeks ago
Retirement

What are self-directed IRAs? Meaning, eligibility and how they work - London Business News | Londonlovesbusiness.com

Self-directed IRAs provide greater investment control and flexibility for retirement planning compared to traditional retirement accounts.
Retirement
from24/7 Wall St.
1 week ago

How Top Executives Structure Their 401(k) to Pay Zero Taxes in Retirement

Managing diverse retirement assets is crucial to avoid tax collisions and achieve zero taxes in specific years.
Retirement
from24/7 Wall St.
1 week ago

How a Business Owner With $1.2 Million in a 401(k) Legally Avoids RMDs

Business owners can eliminate required minimum distributions from 401(k) accounts through strategic Roth conversions before age 73.
Retirement
from24/7 Wall St.
1 week ago

A $2 Million 401(k) in Retirement Can Still Cost You Six Figures Without These Moves

Timing of retirement significantly impacts portfolio outcomes due to sequence of returns risk.
Retirement
from24/7 Wall St.
2 weeks ago

The 401(k) Withdrawal Strategy That Saves High Earners $80,000 in Taxes

Converting traditional 401(k) funds to a Roth IRA before RMDs can significantly reduce future tax burdens and Medicare surcharges.
Bootstrapping
fromEntrepreneur
1 month ago

Follow the Wealth Management Advice of High Net Worth People

Founders excel at building wealth but often neglect legacy planning, requiring different skills including patience, governance, education and communication to sustain and transfer wealth effectively across generations.
Retirement
from24/7 Wall St.
1 week ago

3 Ways To Avoid Paying Taxes On Your Social Security Benefits

Social Security benefits may be taxed based on combined income, with low thresholds that haven't adjusted for inflation.
from24/7 Wall St.
1 month ago

Stacked Up Some Massive Capital Gains? 3 Ways to Take Some Chips Off The Table Tax-Efficiently

The key to selling underperforming holdings at a loss and using those losses to cancel out capital gains on a dollar-for-dollar basis is to bring one's capital gains level down as close as possible to zero. Additionally, it's possible to use $3,000 of capital losses per year to offset other ordinary income, so there's the potential here with such a strategy to actually lower one's overall tax burden by selling the right securities at the correct time.
Miscellaneous
Business
from24/7 Wall St.
4 weeks ago

One of These High Yield Funds Is Quietly Returning Your Own Money Back to You

Three income-focused funds offer different strategies: ADX uses diversified equity dividends and capital gains, while PYPY and ULTY employ covered call options that generate consistent income but cap upside potential during strong market rallies.
fromLondon Business News | Londonlovesbusiness.com
2 months ago

How private equity accounting software simplifies UK fund and SPV accounting - London Business News | Londonlovesbusiness.com

Private equity firms operating in the UK face a uniquely complex accounting landscape. Between fund structures, special purpose vehicles (SPVs), regulatory requirements and investor reporting, financial management can quickly become overwhelming. For many firms, legacy systems and spreadsheets are no longer sufficient to support the level of accuracy, transparency and efficiency required. As a result, an increasing number of UK firms are turning to dedicated private equity accounting software to simplify fund and SPV accounting while improving control and compliance.
Software development
fromwww.housingwire.com
1 week ago

Proposal would ease path for riskier 401(k) investments

U.S. Secretary of Labor Lori Chavez-DeRemer stated that the proposed rule aims to fulfill President Trump's promise for a new golden age by fostering a retirement system that allows more Americans to retire with dignity.
Retirement
Bootstrapping
fromEntrepreneur
1 month ago

Avoid These Tax Pitfalls When Expanding Your Startup Overseas

U.S. entrepreneurs expanding internationally must plan early and obtain expert advice to avoid unexpected tax obligations, compliance requirements, and permanent establishment issues in foreign countries.
UK news
fromIndependent
2 months ago

Your money questions: Can I combine my private pension and an investment into a new plan to lower tax?

Capital gains tax applies to the €6,000 investment growth after the annual exemption, and pension withdrawals are taxed as income after a 25% tax-free lump sum, so staged drawdown can reduce marginal tax.
Fundraising
fromLondon Business News | Londonlovesbusiness.com
2 months ago

The rise of private equity allocations and the implications for fund managers - London Business News | Londonlovesbusiness.com

Large private-market deals increasingly involve co-investments across sizes, with sovereign wealth funds and family offices boosting private equity allocations, changing execution and opportunities for managers.
Miscellaneous
fromIrish Independent
2 months ago

At least 3.7m unaccounted for as liquidators appointed to investment firm

Provisional liquidators were appointed to Strand Investments & Finance Ltd (123 Financial Services) after suspected misappropriation left at least €3.7m unaccounted and clients affected.
Retirement
fromEntrepreneur
2 weeks ago

Use This New 401(k) Strategy the Way Billionaires Build Wealth

Alternative investments in 401(k) plans could increase wealth by 15%, but come with risks like higher fees and liquidity constraints.
Retirement
fromSubstack
2 weeks ago

Index Funds Aren't Boring. You're Just Addicted to Feeling Smart

Index funds provide predictable growth and often outperform complex investment strategies.
Business
fromBusiness Insider
1 month ago

Everything you want to know about the drama in private credit but were too afraid to ask

Private credit, a $3 trillion market where investors loan directly to businesses, faces scrutiny after major firms experienced significant redemptions and fund freezes, raising concerns about potential bubble risks.
fromFortune
1 month ago

The ultrawealthy have 3 big secrets on reducing taxes including the way they die | Fortune

The rich have made an art of avoiding taxes and making sure their wealth passes down effortlessly to the next generation. But the tricks they use - to expedite payouts to heirs and avoid handing money to the government - can also work for people with far more modest estates. "It's a strategic game of chess played over decades," says Mark Bosler, an estate planning attorney in Troy, Michigan, and legal adviser to Real Estate Bees.
Law
Cryptocurrency
fromLondon Business News | Londonlovesbusiness.com
2 months ago

Why many global family offices prefer funds and ETFs when gaining exposure to crypto - London Business News | Londonlovesbusiness.com

High-net-worth individuals and family offices increasingly prefer managed funds and exchange-traded products to gain crypto exposure instead of direct cryptocurrency ownership.
fromThe Art Newspaper - International art news and events
2 months ago

As the 'great wealth transfer' gets underway, what are the current inheritance tax rules?

"We are still in the early days of the so-called great wealth transfer," says the lawyer Pierre Valentin, the joint head of art law at Fieldfisher. "The wave started in the US with the sale of collections such as those of Sydell Miller, Mica Ertegun and more recently, Leonard Lauder. The wave is coming to Europe, for example with the auction of the collection of Pauline Karpidas [last] September. I expect that there will be many more of those 'white glove' sales in the next 10 to 15 years because younger collectors collect differently from their parents and grandparents."
Law
Retirement
fromSubstack
1 month ago

Please Kill Me: The Step Up in Basis at Death

Step-up in basis automatically resets inherited assets to fair market value at death, eliminating capital gains taxes for heirs without requiring any action or qualification.
#family-office
Business
fromIndependent
1 month ago

Michael Houghton: Why deemed disposal matters less than you think

Deemed disposal taxes index funds held outside standard capital gains treatment, reducing investment returns but manageable through specific strategies to lessen its impact.
Business
fromEntrepreneur
2 months ago

How to Choose an Advisor for Complex Entrepreneurial Wealth

Select a fiduciary financial advisor experienced in entrepreneurial wealth complexity who advises on cash-flow, entity structure, exit planning, taxes, and business integration—not just investments.
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