Related insights: Private Wealth

Johnny Loper was a featured speaker at the 25th Annual Regulatory Law Seminar

Oct 12 2017

Johnny Loper was a featured speaker at the 25th Annual Regulatory Law Seminar presented by the Federation of Association of Regulatory Boards (FARB) on October 5-8 in Savannah, Georgia.

Worried About Fake News? You Should Really Worry About Fake Drugs

Sep 15 2017

While the concept of “fake news” continues to trigger Twitter followers and grab headlines, the trade in counterfeit drugs is a worldwide problem of significant scale. This article discusses the problem and talks about some things trademark owners are doing to address the public safety issues posed by fake drugs.

Live! Legislative Updates

Aug 22 2017

Corporate tax reform was another high priority item for the Administration. Some have argued with the clarity of hindsight that tax reform should have preceded a challenge to the ACA – easier to effect change when it’s money versus lives, or so the argument goes. No doubt corporate tax reform is behind but remains a priority for the President and the Senate.

LIBOR: No Longer the World's Most Important Number?

Aug 22 2017

The London interbank offered rate (Libor) was once called “the world’s most important number” by the British Bankers’ Association (BBA). Libor was established in 1986 to assist financial institutions in setting interest rates on large corporate loans. It’s a benchmark, calculated based on bank estimates of the cost of borrowing money from other banks.

Selling a Family Business – How Advisors Can Help Clients Plan

Aug 22 2017

With a wave of baby boomer business owners thinking about retirement, selling a business can allow founders to keep the company running while converting their ownership into funds for their future. Many times, owners have been do-it-yourself types, working hard to make their business a success on shoestring budgets.

Recent Developments on DOL Fiduciary Rule

Aug 22 2017

Although portions of the Department of Labor’s Fiduciary Rule went into effect on June 9, it remains under constant attack on multiple fronts – from legislators, industry leaders, and even the Department of Labor itself.

In Defense of Offshore Trusts

May 23 2017

With the election of President Trump, the academic and main stream press has recirculated articles about the wealth of President Trump and his advisors. To be fair, such stories about politicians have been written before and are not party focused.

Update on DOL Fiduciary Rule

May 23 2017

We first began writing about the DOL Fiduciary Rule two years ago. Since then, the status of adoption of the Rule has been uncertain, even could be characterized as a roller coaster ride. The push from the Obama administration was slowed down by the 2016 Presidential election.

Wealth Management & The Trump Administration: An Updated Guide

May 23 2017

In our Inaugural Wealth Management newsletter, we made predictions on issues we thought the Trump administration would tackle in the first 100 days. On those issues affecting wealth management, as expected, some of our predictions were true. Here, we make some observations about patterns that have emerged, newer predictions about the issues we highlighted and our shaky prediction for the next 100 days.

Dean Rutley to Play Key Roles in ACG National Capital Chapter 23rd Annual Mid-Atlantic Growth Conference

Apr 06 2017

The ACG National Capital Chapter’s 23rd Annual Mid-Atlantic Growth Conference will bring together the region’s leading investment banks, strategic advisors, capital providers and private equity leaders for a senior-level, one-day event on Thursday, April 6th.

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