News

Unequal Inheritances

A final parental communication

Grantor Trust Reimbursement Statutes

A magic wand to allay the woes of grumpy trustors

Eight Must Reads for the CRE Industry (Jan. 28, 2021)

Landlords and tenants, usually at odds, are finding themselves working together in an attempt to ward off evictions, reports the Wall Street Journal. Vacant department store space may find an unlikely new use in the form of lab space, according to Bisnow. These are among today’s must reads from around the commercial real estate industry.

How and When Beneficiaries Are Taxed

Help to efficiently and effectively manage trusts

Worst-performing actively managed funds of 2020 post 30% loss

The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.

A Fiduciary Perspective On Sustainable Investing

New opportunities for trustees for personal trusts.

As IBDs eye bank opportunities, LPL loses $1.2B program to Raymond James

A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.

Facing Complaints, Schwab Adds Staff As Short-Term Fix

In the midst of its integration with TD Ameritrade, Schwab is facing angry advisors fed up with poor service.

Tips From the Pros: Interesting Trends With Millennials and Trusts

Al W. King III sheds light on the needs and concerns of the Millennial generation.

Help Life-Income Donors Contribute Their Annuity Payments to Charity

Christopher P. Woehrle discusses how a life-income donor can contribute the right to their annuity payments in full to charity.

Tax Law Update: February 2021

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

Reddit crowd bludgeons Melvin Capital in warning to industry

The explosive growth in retail day-trading, powered by platforms like Robinhood and forums like wallstreetbets, has turned the old order on its head.

On the Cover: February 2021

Legal editor Anna Sulkin discusses this month's cover.

Atria Acquires Sixth Independent B/D, SCF Securities

SCF Securities would add $4 billion in assets under administration and about 150 advisors to Atria Wealth Solutions’ platform.

Experts anticipate SEC probe of GameStop trading fluctuations

The agency is likely parsing the activity to see if there’s deliberate manipulation or collateral effects more broadly on stock prices. Shares of the video game and consumer electronics retailer soared 93% on Tuesday and are up more than eightfold for the month.

The post Experts anticipate SEC probe of GameStop trading fluctuations appeared first on InvestmentNews.

Brokerage platforms falter during GameStop surge

The brokers with outages or problems include the most prominent names in the discount and online brokerage industry, including Fidelity, the Charles Schwab Corp., TD Ameritrade, ETrade Financial Corp. and Robinhood.

The post Brokerage platforms falter during GameStop surge appeared first on InvestmentNews.

Note From the Editor: February 2021

Editor in Chief Susan R. Lipp discusses this month's issue.

Reddit day trader army fattens fortunes of the super-rich

A hunt for heavily-short stocks has delivered millions of dollars to wealthy executives and investors.

Carson Group acquires $200 million firm

Doylestown-based Strategic Wealth Partners is Carson's first foray into Pennsylvania.

The post Carson Group acquires $200 million firm appeared first on InvestmentNews.

MAI Capital Buys $700M HW Financial Advisors

MAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-sized firms.