Taxes and Life Settlements
By Robin S. Weinberger and Peter N. KatzThe rules tend to favor the policy sellers.
April 20, 2026
Ameriprise Data Breach Affected Nearly 48,000Two lawsuits sparked by the March incident have been dropped, court records show.
April 20, 2026
Stifel Settles With Investors in Structured Notes CaseThe investors won a $133M arbitration award tied to barred broker Chuck A. Roberts' risky strategy.
April 20, 2026
NYC's Second-Home Tax Unites Mamdani, HochulAbout 13,000 properties in the city would likely be affected by the proposed tax rules, the state's governor says.
April 20, 2026
Could Retirement Planning Be the Next AI Frontier for Advisors?While AI-enabled planning tools are hitting the market, there's still far to go, advisors say.
April 20, 2026
12 U.S. Cities Where Home Values Fell Most in a YearPrices fell in 70% of big cities between 2025 and 2026, SmartAsset finds.
April 17, 2026
5 Things to Know About Cayman Islands Annuity ReinsuranceU.S. issuers are rushing to do business there. Reinsurers there feel misunderstood.
April 17, 2026
Mercer Faces Data Breach LawsuitsShinyHunters, a cyber extortion gang, dumped millions of internal records onto the dark web, plaintiffs say.