In an ILIT, the grantor or creator of the trust cannot change the terms or beneficiaries of the trust, just like any irrevocable trust. However, grantors may place one or more life insurance policies ...

NEW YORK--(BUSINESS WIRE)--Syntax Data, a leader in innovative financial data solutions, is proud to announce the expansion of its partnership with SmartTrust®, a leading provider of Unit Investment ...

On the go: Member-nominated trustees have “nothing to fear” from the Pensions Regulator’s newly introduced criminal sanctions, chair Sarah Smart told the Pensions and Lifetime Savings Association’s ...

Consolidation is an often-used term in money management. But right now, it’s also big business in the U.K. for the retirement industry’s master trusts. Also known as multiemployer retirement plans, ...

The offshore banking industry has long been synonymous with discretion, cross-border efficiency, and bespoke financial solutions for globally mobile clients. Yet as artificial intelligence (AI), ...