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Searching Content from United States indexed under Wealth & Asset Management ordered by Published Date Descending.
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1
Indented: Recent Court Decisions On New York Law-Governed Indentures And Their Impact
Issuers of bonds governed by New York law indentures – the instrument containing the rights and obligations of the issuer, the trustee for the bondholders and the noteholders under the bonds
United States
17 May 2019
2
Tax Planning Opportunities For Family Offices
EisnerAmper's Personal Wealth Advisory Practice held a fireside chat at Lido Consulting's 14th Annual Family Office Investment Symposium, held March 7 in Santa Monica, CA.
United States
15 May 2019
3
Podcast: ERISA Plan Sponsors, ESG And The April 2019 Executive Order On Promoting Energy Infrastructure
Well, the executive order is primarily intended to promote private investment in domestic energy infrastructure and its broader then just these retirement issues.
United States
15 May 2019
4
FCA 2019/20 Business Plan Released Highlighting Conduct Supervision And Financial Crime As Key Focus
The Financial Conduct Authority ("FCA") has released its business plan for 2019/20, in which it sets out its areas of focus for the coming year, and outlines how it proposes to respond to issues it has identified.
United States
14 May 2019
5
NFA Adopts Swaps Proficiency Exam Requirement For Associated Persons Of Asset Managers
On March 25, 2019, the National Futures Association ("NFA") adopted rule amendments and a related interpretive notice that will, for the first time, impose a swaps proficiency exam requirement
United States
10 May 2019
6
New Considerations In Family Partnership Planning
Notwithstanding this landscape, the family limited partnership as a planning strategy remains viable and offers many benefits.
United States
2 May 2019
7
California Bill (SB 378) Seeks To Impose Estate Tax
A bill before the California legislature seeks to impose an estate tax of 40% on the net value of a decedent's estate in excess of $3.5 million,
United States
30 Apr 2019
8
Wealth Management Update - April 2019
The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
United States
29 Apr 2019
9
Three Scenarios Where Third Party US Partnership Representative Solutions Make Sense
Recent changes to US tax legislation regarding the audit process for partnerships have important implications for CLO managers ...
United States
25 Apr 2019
10
Democrats Turn To Tax Reform To Reduce Wealth Disparity
The U.S. Federal deficit is expected to reach $1 trillion in 2019. Meanwhile, a hedge fund billionaire recently purchased a New York City condominium ...
United States
12 Apr 2019
11
Taking Custody Of The Custody Rule's Impact On The Loan Market And Digital Assets
If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!
United States
12 Apr 2019
12
CFTC Adopts Swaps Proficiency Exam Requirement For Associated Persons Of Asset Managers
On March 25, 2019, the National Futures Association ("NFA") adopted rule amendments and a related interpretive notice that will, for the first time, impose a swaps proficiency exam ...
United States
8 Apr 2019
13
Benefits Of Borrowing Against A Life Insurance Policy
If you are low on cash and need funds to pay for college tuition, unexpected medical bills, mortgage payments or other expenses, one option is to borrow against the cash value of a permanent life insurance policy.
United States
5 Apr 2019
14
Cash Is King
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
United States
5 Apr 2019
15
Coming To Terms With BEAT: Unique Challenges For Asset Managers
The BEAT is in addition to the taxpayer's regular tax liability.
United States
5 Apr 2019
16
SEC Commissioner Elad Roisman Recommends Agency Consider Proxy Guidance For Asset Managers
SEC Commissioner Elad Roisman recommended that the agency consider additional guidance for asset managers with respect to the use of proxy advisory firms.
United States
2 Apr 2019
17
Proxy Advisory Firms And Other Updates From The Commission's Investment Management Division
At the ICI Conference, Dalia Blass, Director of the Securities and Exchange Commission's Division of Investment Management, provided some insights on upcoming rulemaking initiatives.
United States
2 Apr 2019
18
Podcast: Private Fund Regulatory Update: Post-U.S. Government Shutdown
This Ropes & Gray podcast series highlights developments in Washington, D.C., affecting private funds and their legal, regulatory and compliance obligations.
United States
21 Mar 2019
19
The New Hampshire Foundation Act: A Solid Foundation For Wealth Management On A Global Scale
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
United States
19 Mar 2019
20
Pryor Cashman Secures Major Victory For Investment Advisory Client
Pryor Cashman obtained a significant victory on behalf of client Sciens Capital Management, along with many of its principals and affiliates, in an action that was pending in the United States District Court for the Southern District of New York.
United States
15 Mar 2019
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