Income Annuities Meet Irrevocable Trusts
By Allison BellFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 28, 2025
Citadel Securities Wins Case on SEC Audit Trail FundingAn appeals court invalidated the funding plan for a database that would've cost Wall Street billions in fees.
July 27, 2025
How Trump's Megabill Affects Qualified Business Income DeductionsTwo tax experts highlight key limitations around pass-through entities' 20% deduction for QBI.
July 27, 2025
Stocks Climb as Investors Brace for Big Tech EarningsMeanwhile, BofA strategists are warning about the rising risk of a bubble due to changes in monetary and other policies.
July 25, 2025
Vanilla Granted Patent for Its Estate Planning TechnologySeparately, the firm hired Emily Tran, formerly with Practifi, as its vice president of marketing.
July 25, 2025
AssetMark to Offer Alts in Q4The move will add private assets to AssetMark’s managed solutions and discretionary programs.
July 25, 2025
Advisor Charged With Conning Venezuelans, Others in $94M Ponzi SchemeSeparately, the SEC accused Andrew Jacobus of swindling clergy and Catholic groups of $3.2 million.
July 25, 2025
Second Tax Bill Could Bring 'Rothification' of Retirement PlansThis may be a long-term benefit for investors but also serves Washington’s interests, legislative expert Jeff Bush says.