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NOVEMBER 21, 2018

INSURANCE

Cetera Files Arbitration Against Ohio National Over Annuity Contracts

Diana Britton

The firm is the latest to take legal action against the insurer for cutting commissions on annuities with guarantees.

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HIGH NET WORTH

IRS Announces No Clawback of Gift Tax Exemption

Martin M. Shenkman

Encourage clients to plan before the 2026 sunset of increased exemptions.

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SPONSORED CONTENT

Barrick-Randgold Sets Bar for Future Gold Mergers

Sponsored by VanEck

The first major gold merger without a premium sets a precedent we hope others will follow.

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TECHNOLOGY

Robinhood's Bumpy Transition

Samuel Steinberger

A move from Apex Clearing onto its own clearing system is leading to angry investors and a comment by FINRA.

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