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Yes, an industry app-maker argues, if the more a consumer plays the more they benefit.
January 5Founder and CEOLasso -
Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.
January 4PartnerKirkland & Ellis -
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Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.
December 29PresidentToews Asset Management -
Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.
December 14Life insurance appraisal expertpolicyappraisal.com -
If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.
December 14Vice president, U.S. government affairsWolters Kluwer Tax & Accounting North America -
For practice leaders in fast-expanding firms, relinquishing control to an outsourcer can be challenging.
December 9Co-managing partnerWealth Advisor Alliance -
2022 topics should include year-end giving strategies, income and deduction bunching and retirement account conversions.
December 6Vice President of Investment SolutionsAvantax -
Selecting the right model can put them on track to achieve their philanthropic goals and objectives.
November 29Managing director, Head of family office resources field engagementMorgan Stanley -
Revelations about the failed cryptocurrency exchange FTX's inroads into the banking system raise important questions about how limited the crypto crash really is.
November 29American Banker