Practice

Divorce should prompt investment strategy review, say financial planners

Valuations for property division are tied to the date of separation, rather than the date a divorce is granted

By Michael McKiernan |September 28, 2022

3 min read

Don’t assume clients understand inflation risk

European regulators warn industry to pay special attention to inflation in disclosure and suitability

By Staff |September 27, 2022

1 min read

Ethereum completes ‘Merge’ upgrade to network

The long-awaited change has implications for investors

By Daniel Calabretta |September 15, 2022

2 min read

U.S. investors not using advisors for crypto: report

Many investors with advisors are trading crypto via platforms such as Coinbase and Binance

By Daniel Calabretta |September 13, 2022

1 min read

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