Alternative Investments
Court's Bitcoin ETF Ruling Isn't a Slam Dunk
By Ric EdelmanWhile the court ruled for Grayscale, it didn't order the SEC to approve a spot bitcoin ETF.
August 28, 2023
Medicare Belongs in Older Clients' Disaster PlanningThe "go bag" needs food, water, a flashlight and health coverage details.
August 25, 2023
What Are the 'Worst' Annuities?Here's what to avoid for clients with low risk tolerance and limited time or assets to help them cope with losses.
August 25, 2023
Life Settlements: Letters of CompetencyThe client who wants to sell a policy needs the capacity to do that.
August 21, 2023
Technology Can Help Your Clients Start Planning for RetirementOne thing the new tools can do is illustrate strategies for coping with volatility.
August 14, 2023
How Advisors Can Manage 6 Big AI Compliance ChallengesTo use AI compliantly, here's what advisors need to keep in mind.
August 10, 2023
For Life Settlement Firms, AI Could Unveil Hidden TruthsSome involve how long your client will live.
Commentary