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Regulators
Regulators in Estate Planning: the news, the names and what changed.
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What Happens to Cryptocurrency When the Owner Dies?
2+ week, 3+ hour ago (204+ words) Nothing happens to it. That is the problem. Cryptocurrency held in a wallet the owner controlled personally does not pass to anyone, does not escheat to the state, and is not found by an executor going through the mail, because…...
Advisers urged to protect themselves if clients reject IHT planning
1+ week, 4+ day ago (35+ words) News editor at Professional Adviser Burnham confirms triple lock change from 2030 AJ Bell's Rachel Vahey speaks at PA360 North What the papers are saying about the Budget CGT receipts reached £198m for August 2026...
Action Construction Equipment announces special window for physical securities transfers
1+ week, 6+ day ago (316+ words) Business Upturn Action Construction Equipment announces special window for physical securities transfers Action Construction Equipment Limited has announced the opening of a special window for the transfer and dematerialisation of physical securities, in compliance with the Securities and Exchange Board…...
A Third of Adult Children Can't Find Their Parents' Estate Documents. Here's the 6-Step Fix
2+ week, 2+ day ago (1082+ words) Most families assume a signed will and a filed insurance policy mean the hard work is done, but a crisis has a way of exposing every gap between having a plan and actually being able to use one. Your parents…...
Their Son Can Send Them $2,000 a Month Against the House Instead of a Reverse Mortgage. The Tax Question Is Simpler Than Most Families Expect
2+ week, 3+ day ago (860+ words) When parents need monthly cash and own a home free and clear, some families skip the bank entirely and run the deal inside the family. The tax side surprises most people, but the traps waiting in Medicaid rules and sibling…...
Why More Rules Do Not Always Create Better Governance
2+ week, 6+ day ago (1056+ words) When organizations grow, they usually need more governance. More people are involved.More decisions are being made.More responsibilities are distributed.More risks have to be managed. A natural response is to create more rules. But there is a point…...
Call to legislatively recognise enduring advice relationship
3+ week, 7+ hour ago (448+ words) Home > Financial Planning > Call to legislatively recognise enduring advice relationship Managing Editor and Publisher The Federal Government is being urged to amend its privacy reforms legislation to ensure express recognition of enduring consent between clients and their advisers. The Attorney…...
Summary Of Senior Moves In North American Wealth Management??? July 2026
3+ week, 1+ day ago (974+ words) Editorial Staff September 21, 2026 The latest monthly collection of moves in North America's wealth management sector. Valeon Partner, a merchant bank, appointed Lawson Smith, former managing director at Houlihan Lokey, as MD responsible for overseeing the firmâs market strategies. Financial…...
Individual SMSF trusteeship directly liable for ATO fines
3+ week, 4+ day ago (632+ words) Hallinan said as a company is a separate legal entity from its directors and shareholders, this carries over into the SMSF context. “For years, the debate has raged between advisers and their clients about whether to go to the trouble…...