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4 results for: investment management and trading

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

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...

7/21/2026 2:03:51 PM

By Henry Bregstein Mitchell Fagen

The US Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) have just finalized regulations fixing a problem that...

7/7/2026 10:07:48 AM

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...