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10/30/2026 11:04:34 AM

Silence is golden: The Court of Appeal finds that fiduciaries have no positive duty to disclose wrongdoing

By Christopher Hitchins Brigitte Wood Emma Williams +1 more...

What are fiduciary duties? Certain relationships give rise to fiduciary duties, such as those of a trustee, a company director or in...

10/19/2026 5:03:52 PM

Turning Straw Into Gold: BOLI Exchanges and the Open Insurable Interest Question

By Henry Bregstein

In July, we wrote about the final regulations under T.D. 10052, which confirm that a Section 1035 exchange is no longer, by itself, a...

9/28/2026 3:19:41 PM

What evidence could your firm produce today to evidence that “all” reasonable steps have been taken to prevent sexual harassment?

By Christopher Hitchins Neil Robson Brigitte Wood +1 more...

Alongside the new FCA’s non-financial misconduct rules, which significantly expand conduct standards across the regulated financial...

9/22/2026 3:08:23 PM

The AI Apocalypse: ‘I’m Sorry, Dave. I’m Afraid I Can’t Do That’

By Henry Bregstein

Dave Bowman won. It is worth remembering, amid the current genre of reporting in which artificial intelligence (AI) is revealed to be...

9/8/2026 4:24:41 PM

WSJ PPLI Commentary — The Journal Got a Few Things Right

By Henry Bregstein

This week's Wall Street Journal piece on private placement life insurance, "'A Roth IRA on Steroids': Wealthy Americans Find Another...

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...

7/21/2026 2:03:51 PM

IRS Fixes the ‘1035 Exchange Trap’: What Life Settlement Funds and PPLI Users Need to Know Now

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

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...

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Silence is golden: The Court of Appeal finds that fiduciaries have no positive duty to disclose wrongdoing

Turning Straw Into Gold: BOLI Exchanges and the Open Insurable Interest Question

What evidence could your firm produce today to evidence that “all” reasonable steps have been taken to prevent sexual harassment?

The AI Apocalypse: ‘I’m Sorry, Dave. I’m Afraid I Can’t Do That’

WSJ PPLI Commentary — The Journal Got a Few Things Right

The ID-SMA Is No Longer a Concept — It Is a Robust Structure

The Sunset Is Gone. Income Tax Remains: The PPLI – PPVA Solution.

IRS Fixes the ‘1035 Exchange Trap’: What Life Settlement Funds and PPLI Users Need to Know Now

What Matters Now in Private Markets: Eight Takeaways from SuperReturn 2026

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