Finance News

Live from Heckerling: Is ESG Investing Sustainable for Trustees?

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

logo.png  By NB  Jan 11, 2024

Live from Heckerling: Modern Estate Administration

New (as well as old) issues arising after death.

logo.png  By NB  Jan 11, 2024

SEC Approves 11 Bitcoin ETFs

The decision comes a day after the commission’s X handle was hacked, with someone falsely posting the SEC had approved the funds.

logo.png  By NB  Jan 11, 2024

What’s Next For Envestnet After Bill Crager

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.

logo.png  By NB  Jan 10, 2024

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