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While consultants are not lawyers, so cannot provide legal advice, they can raise the issue—and the types of questions that…
Read More »The Ethics of Artificial Intelligence Introduction: Artificial intelligence (AI) is a powerful tool that has the potential to improve our…
Read More »(Bloomberg) — Oak View Group has built state-of-the-art arenas in Seattle, New York and Austin. Now it’s going behind Sin…
Read More »Life insurance is a mainstay in property and business succession/buy-sell planning. However, despite its widespread use, many advisors and their…
Read More »(Bloomberg Opinion) — In his upcoming budget, President Joe Biden proposed reviving the property tax, a concept popularized by his…
Read More »(Bloomberg opinion) — The pandemic has prompted a rethinking of many practices and routines of professional life, such as working…
Read More »(Bloomberg) — Wall Street’s main regulator is putting the investment industry on notice that brokers and financial advisors must follow…
Read More »The growth and impact of the registered investment advisory channel has transformed the wealth management industry in recent years –…
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