Freeland directed to raise taxes on banks and insurers, introduce 15% minimum tax on high earners
Firm also takes a minority stake in alternative asset manager
Employees using the simplified method can now claim $500, up from $400 last year
Deal for RegentAtlantic pushes CI past US$100B in U.S. assets
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The firm also announced its investment in alternative wealth platform GLAS Funds
Gofen and Glossberg, LLC offers customized investment, planning services to HNW clients
Feds' $100 cap on fees for helping clients apply for the DTC was set to become effective Nov. 15
Report suggests investors consider delaying purchases until after distributions are made