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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 Bordeaux joined the Focus partnership in 2017 and represented the aggregator’s first deal since private equity firms KKR and Stone Point Capital acquired stakes in Focus. billion AUM RIA in Menlo Park, Calif.,

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Sambhv Steel Tubes Limited IPO: From issue details to financials; Here’s what you need to know

Trade Brains

Overview of Sambhv Steel Tubes Limited Sambhv Steel Tubes Limited was established in 2017 and is a key Indian manufacturer of electric resistance welded (ERW) steel pipes and structural tubes. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based

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SBI Picks Citi, HSBC, and 4 Others picked by this Massive $3 Billion equity sale

Trade Brains

SBI itself last tapped the market via QIP in 2017-18. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Additionally, private banks like Axis Bank and IDFC First Bank plan similar moves. It secured Rs. 15,000 crore then.

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Donor-Advised Funds: Optimize Your Charitable Giving and Save On Taxes

Cordant Wealth Partners

The 2017 Tax Cut and Jobs Act capped state and local tax (SALT) deductions at $10,000, making a charitable "bunching" strategy via a DAF even more valuable, so you get the full tax deduction for your giving. How much control do I have over my DAF investment allocation? What are the costs of a DAF?

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Navigating the “One Big Beautiful Bill”

Tobias Financial

Regarding tax cuts, this bill would extend major provisions of the 2017 Tax Cuts and Jobs Act, which reduces tax rates among most income brackets, eliminates personal exemptions, and cuts corporate tax rates. There is both widespread optimism and concern, but working closely with a financial advisor can help navigate potential changes ahead.

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AMC stock jumps 6% after reporting 29% YoY growth in net profits in Q1

Trade Brains

lakh in 2017, while taxpayers earning over Rs. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. The Indian market capitalisation is expected to grow from Rs. 151 lakh crore in FY19 to Rs. lakh crore to Rs.