Moshe Milevsky to Debut a Tontine for 21st Century Retirement Portfolios
By Jane Wollman RusoffIt's structured as a typical mutual fund, but investors can never exit, the professor explains to ThinkAdvisor.
August 31, 2022
Blowing the Whistle on How Insider Tips Are Handled: SEC RoundupIn a secretive process, the SEC looks to private lawyers to examine whistleblower tips, professor Alex Platt says.
August 31, 2022
Small RIAs Likely Breaking New DOL Rollover Rule Without Knowing It: ERISA LawyerMany small firms are unaware of the rule and lack a compliance officer, Faegre Drinker partner Fred Reish says.
August 31, 2022
Up Next at Supreme Court: How Much Tax Pain Should Expats Face?The U.S. is unique in the level of tax torment it imposes on citizens abroad. But the justices could show mercy.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 30, 2022
Life Settlement Firm Plans to Go Public Through $619M SPAC DealAbacus Life is helping to oversee life policies that could pay $950 million in benefits.
August 30, 2022
Reg BI Enforcement to Zero In on RecommendationsThe SEC has released a strategic plan, setting out its goals over the next four years.
August 30, 2022
Top 10 RIA Deals in the First Half of 2022Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.