Financial advisors at UBS Wealth Management Americas closely watched this week as the U.S. brokerage rolled out plans to sell more of its own mortgage and lending products through its retail brokerage force. While the mortgage market has recently...
Internal Revenue Service ignores trust amendment designed to create designated beneficiary Private Letter Ruling 201021038 (May 28, 2010) shows the importance of careful drafting for a trust designated as the beneficiary of a retirement plan. This...
John Kador compiled our Puzzler again this month for the Endpiece (on the last page of the magazine). A frequent contributor to Registered Rep. (he also writes “The Rep. Index” as well as features), John is the author of over 15 business books. H...
