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?
By NB
Jan 11, 2024
Live from Heckerling: Modern Estate Administration
New (as well as old) issues arising after death.
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.
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.
By NB
Jan 10, 2024