Featured
A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
British Heir To JCB Threatens To Relocate Multi-Billion-Pound Firm To The US In Protest Over Rachel Reeves' Inheritance Tax Raid
(Daily Mail) - The heir to the JCB manufacturing fortune has threatened to leave the UK due to Rachel Reeves
Recent
National Advisors Trust: Spendthrift Trusts: Protecting Heirs from Creditors & Costly Mistakes
Most families want their legacy to be a source of financial stability. Yet when assets are inherited outright, even well-intended gifts can be exposed to divorce, lawsuits, creditors, or impulsive financial decisions. Spendthrift trusts provide an added layer of protection.
Alternative Asset Managers Are Entering A Pivotal Period
Alternative asset managers are entering a pivotal period as they prepare to address investor concerns around two converging themes: the potential impact of artificial intelligence on portfo
The Current Market Is Defined Less By Fundamentals Alone
Geopolitical momentum in the Middle East reversed sharply over the weekend, disrupting a narrative that had briefly supported risk assets.
Kevin Warsh Stated He Had Not Been Asked Nor Would He Agree To Predetermine Interest Rate Actions
Kevin Warsh, nominee for Chair of the Federal Reserve, emphasized during his Senate confirmation hearing that monetary policy decisions must remain free from political pre-commitments.