The SEC's Fiduciary Interpretation and Life Settlements
By Robin S. Weinberger and Peter N. KatzThe authors suggest that the best interest standard applies to clients' in-force life insurance policies.
July 18, 2025
Rockefeller Recruits $2B UBS Team in New YorkThe Entrepreneur Group is led by Emily Kramer Rubin, Kenneth Shapiro and Thomas Livaccari.
July 18, 2025
RIA Deals Set a First-Half Record: DeVoeDealmaking surged despite stock market turmoil, shifting interest rate expectations and geopolitical shocks.
July 18, 2025
Crypto Market Value Tops $4T as Stablecoin Bill PassesThe bill, backed by Republicans and pushed by Trump, introduces federal or state oversight of dollar-linked stablecoin.
July 18, 2025
A Surprisingly Powerful Motivator to Plan for RetirementIt's not income or the fear of going broke, but something advisors can cultivate.
July 18, 2025
Social Security Fast-Tracked Fairness Act Payments. But at What Cost?A recent announcement by the SSA that it had boosted its service efficiency is drawing skepticism.
July 18, 2025
'Big Beautiful Bill': 10 Tax Planning Points to Act On NowHere's a quick guide to help advisors move past the noise around the new tax law and into action.
July 18, 2025
Schwab Shares Rise on Strong Client Assets, Trading UpdatesTotal client assets climbed 14% to $10.76 trillion compared to the same period last year.