Remove Fiduciary Duty Remove Retirement Remove White Paper
article thumbnail

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. in Q1 RIA Model Portfolio Assets Rose 5.5% Is a Roth Conversion Worth It for All Clients?

article thumbnail

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

Sara Grillo

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.