FEBRUARY 21, 2019

CLIENT RELATIONS

How Financial Advisors Can Help Clients with Cybersecurity

Matt Oechsli

There's a strong possibility most of your clients haven't taken even the most simple steps regarding cybersecurity. Here's an opportunity to help.

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HIGH NET WORTH

It Pays to be Ruthless When Killing GRATs

Brad Dillon and Reed Smith

Pulling the plug early on an underwater grantor-retained annuity trust can help turn failure into success.

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ETFS

Insurers Are Still Wary of ETFs Despite Regulatory Overhaul

Rachel Evans

Almost 40 percent of insurers aren’t using ETFs more than a year after the National Association of Insurance Commissioners rewrote its accounting rules in an attempt to loosen the restrictions.

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