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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...
Unified managed accounts (UMAs) have been slow to win favor with advisors, accumulating just $79 billion in assets over the past half-decade. But recent research from Cerulli Associates projects that UMA assets will reach $327 billion by 2013 (for...