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AUGUST 3, 2022

ESTATE PLANNING

The Battle Over Charles Manson’s Estate May Be Coming to a Close

Anna Sulkin

Only two potential heirs are left in the probate dispute.

FULL ARTICLE

ESTATE PLANNING

How Much of Estate Administration Can Be Automated?

David H. Lenok

Estate planning tech startup Trustate thinks they have the answer.

FULL ARTICLE

RESOURCE CENTER

Using Volatility Expectations for Successful Option Trading

Sponsored by Nasdaq

Learn how to create systematic approaches to NDX as well as choose the best options relative to an individual's outlook.

INDUSTRY

J.P. Morgan Attracts Chicago Trio With $2B in Assets

Patrick Donachie

All are joining from Citi, while two worked for J.P. Morgan previously. J.P. Morgan Private Bank CEO David Frame called the greater Chicago area “a critical part” of the bank’s expansion.

FULL ARTICLE

REAL ESTATE

After a Rough First Half, Publicly-Traded REITs Bounced Back in July

David Bodamer

The FTSE Nareit All Equity REITs index rose 8.6 percent for the month, erasing nearly half of 2022’s year-to-date losses.

FULL ARTICLE

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