Fiduciary Duty, Taxes and White Paper - Financial Advisor Source

Digital Currencies, Modern Trusteeship and Change

Wealth Management

JULY 11, 2025

The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. 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.

Estate Planning

Estate Planning Wealth Management Assets Fiduciary Duty

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

Sara Grillo

NOVEMBER 14, 2022

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?

Insurance

Insurance Retirement License Financial Advisor

Financial Advisor Source

Digital Currencies, Modern Trusteeship and Change

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

Webinars

Stay Connected