Named a nominee for your investments? Know when legal heirs can still claim a share in your mutual funds, shares
Naming a nominee for your investments does not necessarily mean that the nominee becomes the final owner after…
Practical tips to do succession planning for clients
As trusted partners with deep insight into clients’ investments, MFDs are uniquely positioned to play a pivotal role…
Oscars 2026 winners: The complete list
It was a big night for Paul Thomas Anderson’s “One Battle After Another,” taking home six Oscars, including…
2026 Oscar nominations: Full list, snubs, surprises and ‘Sinners’ breaks a record
6 directors on ‘wasting’ (and saving) money, the future of movie theaters and more It is often said…