Craig Callahan, president and founder, ICON Advisers, a value manager based in Denver, is bullish despite the recent 16 percent drop from the April highs to the early July lows. Recently, Registered Rep. editor sat down for lunch with Craig to get...

Despite the economic recession, private foundations (PFs) led by individual donors and by families continue to form, grow and increase their grant making in one way or another. Indeed, a recent analysis of the giving patterns of 700 Foundation...

Ripped from the headlines: CEO Faces $7 Million Judgment After Son's Driving Conviction in The Financial News Daily; Businesswoman Fires Nanny, Gets Slapped With Age Discrimination Suit (for $4 million) in The Financial Herald. Both chilling...

On July 21, 2010, many single family offices watched President Obama sign into law the Dodd-Frank Wall Street Reform and Consumer Protection Act (the Act).1 Title IV of the Act is the Private Fund Investment Advisers Registration Act of 2010...

Private placement variable universal life insurance (PPVUL) products are available through some of the largest insurance companies in the United States. For advisers who know PPVUL only as an offshore vehicle, it may be time to consider the...