For Life Settlement Firms, AI Could Unveil Hidden Truths
By Wm. Scott PageSome involve how long your client will live.
August 08, 2023
New IRS Crypto Ruling Can Save Your Clients MoneySome clients with income from crypto staking may have paid taxes prematurely.
August 08, 2023
Hiring Today Is Tough. Here's How to Get It Right.Advisor turnover gives firms the chance to hire replacements with better, and clearer, expectations.
August 07, 2023
What's Behind the Wirehouses' Great Comeback?The four Wall Street entities have all recently reported record levels of revenues, earnings, assets, new households and financial advisors.
August 07, 2023
Beware, the SEC Is Coming for You!The current administration seems to believe advisors get paid too much for doing too little; the industry must push back.
August 04, 2023
A Life Settlement Broker's Fiduciary Duty to the Policy SellerFor some clients, keeping the policy may be the better option.
August 04, 2023
The DOL Should Drop Its Fiduciary Rule ProjectThe CEO of IRI makes the case that it's time to focus on enforcing existing rules.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.
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