View Online

JUNE 19, 2019

REGULATION AND COMPLIANCE

SEC Considers Expanding the Accredited Investor Definition

Diana Britton

Should all your clients be accredited? It’s under consideration, according to an SEC concept release.

FULL ARTICLE

Advertisement

ESTATE PLANNING

Massachusetts Estate and Gift Taxes Explained

Heidi A. Seely and Matthew J. Leonard

The relationship between the Massachusetts estate tax and the federal gift tax regimes can lead to somewhat surprising results.

FULL ARTICLE

SPONSORED CONTENT

Consumers’ Financial Worries in 2019

Sponsored by Advicent

How advisors can help address clients’ biggest financial concerns.

FULL ARTICLE

EDITOR'S LETTER

A Virtuous Circle

David Armstrong

Connecting the dots between the Wealthies and the Thrive Awards.

FULL ARTICLE

SPONSORED CONTENT

Advisor Authority Infographic: RIA Industry M&A

Sponsored by Nationwide Advisory Solutions

RIAs Less Bullish About M&A Activity Compared to Prior Years.

DOWNLOAD WHITE PAPER