Could insurance go "Uber?"
By Maria Ferrante-SchepisThe "stuff on demand" economy and what it might mean for the insurance industry.
June 18, 2015
Why Foreign Investors Should Beware of FATCAUsing some foreign entitieslike a personal investment company or trustto invest in the U.S. may leave some foreign investors subject to FATCA reportingand penalties.
June 17, 2015
PIMCO Sold Itself Some BondsIt's a fascinating little study in bond market liquidity. One is a story of costs, the other is a story of risks.
June 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
June 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
June 17, 2015
Even Skeptics Can Profit From Climate ChangeYou dont have to be a believer in climate change to be willing to profit from it, Barry Ritholtz says.
June 17, 2015
Luring Millennials Is a Waste, Take 2: Serving the Children of Clients Makes SenseIt seems pretty clear that millennial clients are not going to fit into the AUM fee business model of many independent advisors. However...
June 17, 2015
Home Security Cameras: ‘Gotcha Cams’ Deter or Detect Crimes, at a CostThe market for pinhole video cameras is booming, but high-net-worth families should know the disconcerting legal consequences for their improper use.
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