Irrevocable trusts shouldn’t be left to languish as the years go by. In this issue, we’ll show you why and how an old or out-of-date irrevocable trust can be modified to benefit you, your clients, their spouses, or other beneficiaries. And, of...
Clients can be sketchy, too.
Regulators often go after firms and advisors for fraud, but what about clients who conduct shady business? On Thursday, the Securities and Exchange Commission charged Massachusetts resident Nathaniel D. Ponn w...
Just how much has fintech disrupted the world? Now you can see all 1,362 companies and $25.8 billion in funding across 54 countries in a single infographic. It even shows the countries that provide the most attractive ecosystems for fintech...
