Latest Content

Revocable Trusts May Play a Role in Your Estate Plan

Alvina H. Lo |
Emerald GEMs

September 22, 2020, GEM 21 — When contemplating your estate plan, you may wonder whether you should have a revocable trust, also known as a living trust, in addition to your will. The answer may depend on your net worth and the nature of your assets. Generally, the more assets you have, and the more complicated they are, the more you may benefit from a revocable trust.


Will the UK and EU Reach a New Free Trade Agreement?

Clement K. Miller, CFA |
Wilmington Wire

Will the UK and EU Reach a New Free Trade Agreement?September 21, 2020—UK Prime Minister Boris Johnson recently introduced the Internal Market Bill (the Bill) into Parliament, which conflicts with the UK-EU divorce agreement (officially the withdrawal agreement). The Bill threatens to derail ongoing UK-EU negotiations on a free trade agreement (FTA) and has also provoked widespread outrage (in the UK, EU, and even the U.S.


Consider How CITs Can Fit into Your Practice

Robert Barnett |
Corporate & Institutional

The COVID-19 pandemic has taken a tremendous economic toll on businesses and individuals, forcing people to evaluate critical issues, including how well their retirement plan can weather this storm.  Though a busy and challenging time, this is an opportune moment for plan advisers to ensure that their plan sponsors and participants have access to low-cost, flexible investment vehicles.Collective investment trusts (CITs) can help address industry-wide fee pressures.