Month: April 2017
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Free File Tops 50 Million Users Continuing to Serve the American Taxpayers
[box size=”large” style=”rounded”]Free File Saves Taxpayers $1.5 Billion Since Inception[/box] WASHINGTON, April 15, 2017 /PRNewswire-USNewswire/ — The Free File Program is pleased to announce that the Free File Alliance, the pioneering public-private partnership between industry-leading tax software companies and the IRS, that makes free tax software available to 70 percent of taxpayers, recently surpassed 50 million…
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Strengthening Singapore-Shanghai Collaboration in a Changing Financial World Order
[box size=”large” style=”rounded” border=”full”]3rd Singapore-Shanghai Financial Forum takes financial collaboration to new heights[/box] Singapore, 14 April 2017… The Monetary Authority of Singapore (MAS) and Shanghai Municipal Financial Services Office (SFSO) held the 3rd Singapore-Shanghai Financial Forum (SSFF) in Singapore today. The SSFF is an annual forum that brings together industry participants from Singapore and Shanghai…
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Sotheby’s International Realty Brand Expands Presence in India
MADISON, N.J. and NEW DELHI, April 12, 2017 /PRNewswire/ — Sotheby’s International Realty Affiliates LLC today announced it has signed a 25-year exclusive franchise agreement with Realpro Realty Solutions Private Limited to further expand the Sotheby’s International Realty® brand presence throughout India with the opening of India Sotheby’s International Realty. The brand’s existing affiliate in India, North…
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The Walking Dead – Using Private Placement Variable Deferred Annuity Contracts to Enhance the Investment Return in Life Settlement Contracts
I have always been a film fan. Growing up in the Panama Canal Zone, one of my Mother’s jobs for the Panama Canal Company was serving as the manager of the Balboa Theater. We used to watch initial screenings of movies together on the Big Screen as a private viewing while eating lunch from the…
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Singapore Wealth Industry 2017 Sizing the Market Opportunity
“Wealth in Singapore: Sizing the Market Opportunity 2017” analyzes the Singaporean wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets. Singapore is Asia’s pre-eminent offshore investment center, with 80% of the wealth invested in funds sourced from non-residents in 2015. However, the…
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J.D. Power Finds Risks, Opportunities for Financial Advisors in Emerging Affluent Category
[box]Charles Schwab & Co., Inc. Ranks Highest in Full Service Investor Satisfaction for Second Consecutive Year[/box] COSTA MESA, Calif., April 6, 2017 /PRNewswire/ — Emerging affluent investors—defined as Millennials1 with $100,000 in investable assets—currently control the largest portion of at-risk assets managed by full service financial advisors, according to the J.D. Power 2017 U.S. Full Service Investor…
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Cayman tops offshore deal-making in 2016
[box style=”rounded” border=”full”]The Cayman Islands was the main offshore jurisdiction for mergers and acquisitions in 2016, with about a third of all offshore transactions involving Cayman-based companies.[/box] Offshore law firm Appleby noted in its latest Offshore-i report that last year Cayman-incorporated companies were the target of 920 transactions worth a combined US$84 billion, representing 36…