New York City officials say they are “confident” the source of a Legionnaires’ disease outbreak has been eradicated after five people have died. Almost 90 people were infected during the community cluster in Manhattan’s Upper East Side over the past month. Here’s the latest. The outbreak, which had its first positive case last month, happened in the Upper East Side neighborhoods of…
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that on the eve of individuals being able to open and fund Section 530A “Trump” Accounts, the IRS has issued a revenue procedure that will significantly reduce the number of individuals who have to file gift…
Billy Butcher and Manu Sareen, co-CEOs of Global Atlantic, KKR’s insurance arm, pointed to Gori’s track record as a natural fit for the firm’s ambitions. “Roy’s deep expertise in insurance, wealth management, and distribution, combined with his extensive experience across Asia Pacific and globally, will provide valuable strategic perspective as KKR continues to expand its…
(Bloomberg Opinion) — It used to be considered something of a tawdry question, although it could be flattering as well: “What’s your number?” Nowadays, your inquisitor is probably asking about retirement — as in, how much you think you need to retire. And, as it often was before, it’s the wrong question. Is your number…
Where incorporation can add real simplicity, White says, is in the management of advisory teams. Having operated his business under a partnership structure and a corporate structure, White says the corporate structure makes growth and management far easier. The ease of doing business that comes with corporate structures, too, should result in better client service….
Solving for acute client challenges Maiorino stresses that his new combined role builds on an existing foundation of collaboration between himself and his predecessor in the RBC Wealth Management Financial Services role, John Hamilton. Because family office services often focus on tax and estate planning, collaboration with the insurance side of the business has been…
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