Settlement Reached in Dispute Over Lisa Marie Presley’s Estate
Despite the initial drama, issues were resolved quickly and without court involvement.
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Adjusted for Risk: BlueRock CEO Jeff Schwaber Discusses the Importance of Alternatives
BlueRock Capital Market CEO Jeff Schwaber drops a wealth of insight on the real estate market and private credit.
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Retail Investors are in Love with Same Day Options
But as with any game of chance, the house usually wins.
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Private Jets, Hot off Pandemic Surge, Face New Hurdles and Fewer Customers
Despite others shelving their SPACs, flyExclusive is moving forward with theirs, valued at $900 million.
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Forget AI. The Real Risk Is the Dumbing Down of Markets
As the indexing trend of recent years shows, replacing smart humans with stupid computers has more downside than upside for markets.
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Simmonds and Kapoor: 'Next-Gen is Now'
RIAs should already be providing more than a portfolio and financial plan, say the heads of Morningstar and Pershing X, but will need to do more to capture trillions of assets expected to transfer in the coming years.
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Vamsi Yadlapati Joins Savvy Wealth’s Board of Advisors
For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.
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Planning Now for Tax-Advantaged High-Net-Worth Outcomes Later
Today's retirement challenge: accumulation, decumulation and protection.
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WealthStack: Lifeworks CEO Calls for an End to Model Portfolios
In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.
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Bruised by Equities, Investors Gravitate to Private Credit, Cash, Fixed Income
The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.
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Eric Clarke To Step Down As Orion CEO
After 24 years, the company’s founder informed the board he will retire from his leadership position by the end of 2023.
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RMD Rules for Disabled and Chronically Ill Beneficiaries of Retirement Accounts
Planning is more flexible and less challenging.
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How to Protect IRAs From Excise Taxes and Penalties
These are costly but avoidable in many cases.
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Tax-Free Transfers From IRAs To CRTs and CGAs
Checklist for qualified charitable distributions.
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The Role of Artificial Intelligence in the Future of Estate Planning
Possibilities and challenges.
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Unpack the Potential of the Trust to Beneficiary Interest-Free Loan
A strategy for fighting inflation.
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The GST Tax is Old Enough To Have Grandkids!
Planning in the era (or generation) of a mature regime.
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Should I Care About the Biden Administration Green Book?
Martin M. Shenkman and Joy Matak suggest that advisors identify specific categories or particular clients who might consider preemptive planning before further changes are made.
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