More in Legal

  • Oct 13, 2014
    Article

    The Daily Brief: Trumped

    We know it’s hard to believe, but not every business Donald Trump touches turns to gold. Here are 12 that no longer exist....More
  • Oct 8, 2014
    blog

    The Daily Brief: Myth Busting 101

    Clients should be disabused of the notion that they can do financial planning by themselves....More
  • Oct 6, 2014
    blog

    The Daily Brief: Broker/Dealer Liable for Inside Trades

    The SEC has charged a broker/dealer for failure to protect against insider trading for the first time. The Wells Fargo broker, who had previously been charged, is accused of trading on material non-public information when he learned from a client that Burger King was bieng sold to 3G Capital Management....More
  • Oct 3, 2014
    blog

    The Daily Brief: Estate App

    Woody Levin developed an app that stores all digital passwords, financial accounts, health records, social media log ins, etc. and automatically release them to a designated individual when they verify your death with the service....More

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