Install
Regulators
Regulators in Estate Planning: the news, the names and what changed.
- 15 Tracked terms
- Last 30 days Feed window
What this topic collects on
An article joins this feed when it matches these terms. Each one is also a search of its own.
Related topics
Latest in Regulators
Equity Trustees broke its own rules on problematic First Guardian fund
4+ day, 26+ min ago (92+ words) AFR ASX-listed Equity Trustees incorrectly categorised the First Guardian scheme, leading the firm to make it available for investment on its wealth management platform, without board approval, and in breach of its rules for managed funds with high exposure to…...
What happens to money in a bank account after someone dies?
5+ day, 10+ hour ago (26+ words) NBC 7 San Diego What happens to money in a bank account after someone dies?...
Tourist Car Rental Union Objects to the Amended System and Proposes Alternatives
2+ week, 2+ day ago (59+ words) خبرني - Tourist Car Rental Union Objects to the Amended System and Proposes Alternatives Khaberni - The Tourist Car Rental Association has sent a letter of grievance and appeal to Prime Minister Dr. Jafar Hassan, protesting against the draft licensing system of…...
Most believe professional trustee role needs to 'evolve"
2+ week, 5+ day ago (69+ words) Funding test should not be 'automatic trigger' for DB surplus release Standard Life launches £2bn PRT strategic partnership Altro scheme completes £85m 'BPA-plus' transaction with M&G IGG research finds only one in ten DB schemes are targeting buyout ‘as soon as…...
Regulation of Trusts Bill: Stronger powers and protections
3+ week, 3+ min ago (1537+ words) The Regulation of Trusts Bill would do more than expand trustees’ routine reporting, record-keeping, and investment duties. It would place the requirements for creating a valid trust on a statutory footing, strengthen the Master of the High Court’s oversight powers,…...
Who???s Moving Where In Wealth Management???? Progeny Group
3+ week, 4+ day ago (149+ words) Editorial Staff 20 August 2026 The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. Progeny Group UK-headquartered Progeny Group has appointed David Miller (pictured) as group chief financial…...
A $500,000 IRA Went Through Probate Instead of to the Kids, Because of a Beneficiary Form From 1998.
4+ week, 1+ day ago (591+ words) Retirement accounts pass by contract, not wills, and an outdated 1998 beneficiary form naming a deceased spouse sent a $500,000 IRA into probate. $48.1 trillion in U.S. retirement assets will transfer in coming decades, many governed by beneficiary forms owners have never updated. Reviewing…...