8/31/2026 2:50:54 PM The ID-SMA Is No Longer a Concept — It Is a Robust Structure By Henry Bregstein For a few years, the insurance-dedicated separately managed account (ID-SMA) was a structure that many advisors had heard about but few...
8/17/2026 6:14:01 PM The Sunset Is Gone. Income Tax Remains: The PPLI – PPVA Solution. By Henry Bregstein For the better part of a decade, every estate planning conversation my colleagues had with a high-net-worth family started with the same...
7/7/2026 10:07:48 AM What Matters Now in Private Markets: Eight Takeaways from SuperReturn 2026 By Thomas Laurer Ryan Hansen Each June, SuperReturn International brings together much of the global private markets industry in Berlin, where GPs, LPs, advisers and...