JULY 1, 2019

INSURANCE

Judge Recommends Throwing Out Ohio National’s Motion to Dismiss Class Action

Diana Britton

The decision is another step towards getting class-action certification.

FULL ARTICLE

WEALTHCASTS

Gaining the Technological Edge in Independence

Mindy Diamond

A conversation with Eric Poirier, the CEO of Addepar.

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Sponsored by Schwab Advisor Services

Learn how expanding technology options can help RIAs get ahead.

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PHILANTHROPY

Walmart Heir, Buffett to Give Away $4.8 Billion of Fortunes

Katherine Chiglinsky and Tom Metcalf

Warren Buffett said Monday he plans to donate $3.6 billion of Berkshire Hathaway Inc. stock to five charities while Walmart Inc. heir Jim Walton gave away $1.2 billion of the retailer’s shares last week.

FULL ARTICLE

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