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Since the introduction of the Insurance Act in 1979, the Cayman Islands has established itself as one of the largest, and most sophisticated, centres for international insurance...
Unrealized gains and losses on AFS investment securities are recognized in stockholders' equity as accumulated other comprehensive income . If economic conditions deteriorate, and/or if the interest... | April 28, 2023
MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.
David Vaughan, who had been with the Advisor Group subsidiary for 27 years, has joined Axos Clearing as chief financial officer.
Another RIA Gets Into the Trust Business Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Last week, Moneta, a registered investment advisor with $27 billion in assets under management, launched its own trust company, Moneta Trust. Moneta CEO and Chairman of the Board Eric Kittner said the move by the partner-owned company was motivated by client demand as well as the RIA’s desire to control the process of establishing and servicing the legal structures for clients....