MetLife said goodbye to its insurance agents this week, with the announcement to sell its Premier Client Group to MassMutual for about $300 million. The move could lead other insurers to divest their captive broker/dealers, as they focus their...

Estate and financial planning considerations

The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution. In this article, the second in a series, we outline more specifically how these rules apply to estate and non-grantor trusts. In...

HNWI are seeking options, and second citizenship gives more options without any apparent downside.

Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.

Mitt Romney’s recent call for Donald Trump to release his tax returns and any potential “bombshell” within (the irony of which we won’t get into here) led to an interesting claim from the Republican frontrunner—he can...