Remove Fiduciary Duty Remove License Remove White Paper
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Digital Currencies, Modern Trusteeship and Change

Wealth Management

Also, while the smart contract movement seems to have fizzled, the idea of a trust-in-concept, existing entirely on a blockchain ledger and fully integrated with a traditional estate plan, is again showing up in white papers at crypto conferences. About the Authors Salvador C.

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

Sara Grillo

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Do advisors breach fiduciary duty when they fail to recommend annuities? Mettler says he does not have a securities license for this reason.