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Digital Currencies, Modern Trusteeship and Change

Wealth Management

We’ll now review the many changes since that time and how fiduciaries can continue to educate themselves on those differences. By now, the Revised Uniform Fiduciary Access to Digital Assets Act (2015) is so far behind the changes of the cryptocurrency industry as to be almost quaint. About the Authors Salvador C.

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Should you die and go to hell before selling an annuity?

Sara Grillo

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?